JS
John S. Steigerwald
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
LEESBURG, VA 20175
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CRD#: 2613033
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Professional summary
John Stephen Steigerwald is a registered financial advisor currently at STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS located in Leesburg, Virginia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. John has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SGK REAL ESTATE INVESTMENTS, LLC
891-A HARRISON STREET, S.E.
LEESBURG, VA 20175
THE PURPOSE OF THE COMPANY WAS TO PURCHASE THE BUILDING STEIGERWALD, GORDON & KOCH INC. OFFICES ARE LOCATED. SGK REAL ESTATE INVESTMENTS, LLC WAS FORMED FEBRUARY 17, 2015 BY JOHN STEIGERWALD, JEFFREY GORDON & DARREN KOCH. ALL ARE PARTNERS AND SPEND 1 HOUR AS MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view John Stephen Steigerwald's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 28, 1996 - Present
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
Office #1: 891-a Harrison Street, S.e., Leesburg, VA 20175RIA
CRD#: 111685
LEESBURG, VA
Past
June 2, 1995 - December 31, 1997
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
ROCKVILLE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SG
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
RIGGS STEIGERWALD INC. | STEIGERWALD, GORDON & KOCH INC. | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | STEIGERWALD, GORDON & KOCH WEALTH ADVISORS | SGK WEALTH ADVISORS
CRD#: 111685 / SEC#: 801-55694
RIA
Registered Investment Advisory firm - (7/7/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/25/2010)
IAR
Virginia(8/28/1996)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SG
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
RIGGS STEIGERWALD INC. | STEIGERWALD, GORDON & KOCH INC. | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | STEIGERWALD, GORDON & KOCH WEALTH ADVISORS | SGK WEALTH ADVISORS
CRD#: 111685 / SEC#: 801-55694
RIA
Registered Investment Advisory firm - (7/7/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
893-a Harrison Street, S.e., Leesburg, VA 20175
Mailing Address
Phone number
(703) 777-8826
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,290 |
| AUM (Assets Under Management) | $ 1,214,846,098 |
Red Flags
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Company Information
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
CRD#: 111685Leesburg, VA 20175TRUST BUT VERIFY
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Contact information
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