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Harry Pete Karageorge

Steigerwald, Gordon & Koch - Wealth Advisors

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About Harry Pete Karageorge

Harry Karageorge is an investment advisor representative at Steigerwald, Gordon & Koch - Wealth Advisors. Harry has been in the financial services industry for over 16 years. Harry is registered with the state of Virginia and has Series 3, 7, 63, 65 licenses. Previously, Harry was employed by Wells Fargo Advisors Financial Network, LLC, Weiss, Peck & Greer, L.L.C., Worldco, L.L.C. and Lehman Brothers Inc.

Firm Information

Harry Karageorge is currently registered with Steigerwald, Gordon & Koch - Wealth Advisors. Steigerwald, Gordon & Koch - Wealth Advisors is an independent, fee-only wealth management firm located in Leesburg, Virginia. With over $1 billion in assets under management, the firm provides comprehensive financial planning and portfolio management services for individuals, families, and charitable organizations. The team of experienced advisors specializes in helping clients achieve their financial goals through personalized strategies tailored to their unique needs and risk tolerance.
Steigerwald, Gordon & Koch - Wealth Advisors

893-A HARRISON STREET, S.E.

LEESBURG, VA 20175

$1.05B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Harry Karageorge’s Registration & Firm History

VA

01/09/2017 - Present

Steigerwald, Gordon & Koch - Wealth Advisors (LEESBURG VA)

VA

06/20/2006 - 11/28/2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FALLS CHURCH VA)

MA

06/27/2000 - 04/05/2002

WEISS, PECK & GREER, L.L.C. (BOSTON MA)

NY

03/08/2000 - 04/18/2000

WORLDCO, L.L.C. (NEW YORK NY)

NY

04/06/1999 - 02/10/2000

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/09/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2006

Series 7 - General Securities Representative Examination

BC

Issued 04/08/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/06/1999

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harry Pete Karageorge.
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