AP
Assaf M. Pinchas
ALLEGIANCE FINANCIAL GROUP
Vienna, VA 22180
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CRD#: 2618726
AP
Professional summary
Assaf Meir Pinchas, CFP®, who also goes by Assaf Pinchas, is a registered financial advisor currently at ALLEGIANCE FINANCIAL GROUP located in Vienna, Virginia and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Vienna, Virginia.
Assaf is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Assaf has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Assaf Pinchas
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.
REGISTERED REPRESENTATIVE OF THE STRATEGIC FINANCIAL ALLIANCE, INC. --1-- ALLEGIANCE FINANCIAL GROUP, LLC; INVESTMENT RELATED; 374 MAPLE AVENUE EAST, SUITE 204, VIENNA VA 22180; DIRECTOR OF OPERATIONS, OWNER; START DATE: 10/18/2001; 100 HOURS/MONTH, APPROXIMATELY 50 DURING BUSINESS TRADING HOURS; FINANCIAL PLANNING --2-- FIXED INSURANCE; NOT INVESTMENT RELATED; 374 MAPLE AVENUE EAST, SUITE 204, VIENNA VA 22180; OFFER FIXED INSURANCE PRODUCTS THROUGH VARIOUS PRODUCT PROVIDERS; AGENT; 5/2011; 11 HOURS/MONTH 5 DURING BUSINESS TRADING HOURS; FIXED INSURANCE SALES --3-- Name: Allegiance Financial Group Advisory Services LLC Position: Owner/Sole Proprietor Nature: Investment Adviser Investment Related: Yes Hours: 200/Securities Trading Hours: 140 Start Date: 10/01/2021 Address: 374 Maple Ave. E, Suite 204, Vienna VA 22180, United States Description: IAR, CCO
CRS (Client Relationship Summary) - RIA
Click below to view Assaf Meir Pinchas'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®
CFP®
Start date: 2002
Experience
Current
September 3, 2021 - Present
ALLEGIANCE FINANCIAL GROUP
Office #1: 374 Maple Avenue East Suite 204, Vienna, VA 22180RIA
CRD#: 313110
Vienna, VA
Current
August 16, 2013 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 374 Maple Avenue E Suite 204, Vienna, VA 22180RIA
BD
CRD#: 126514
Vienna, VA
Past
August 19, 2013 - October 7, 2021
ACORN FINANCIAL ADVISORY SERVICES, INC.
RIA
CRD#: 116763
VIENNA, VA
Past
January 16, 2002 - August 16, 2013
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
VIENNA, VA
Past
October 18, 2001 - August 16, 2013
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
VIENNA, VA
Past
June 5, 1995 - October 25, 2001
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
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".
AF
ALLEGIANCE FINANCIAL GROUP
ALLEGIANCE FINANCIAL GROUP | COOKE CAPITAL | ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC
CRD#: 313110 / SEC#: 801-122267
RIA
Registered Investment Advisory firm - (9/3/2021 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(3/5/2021)
RR
California(8/16/2013)
RR
Delaware(5/3/2024)
RR
District of Columbia(8/16/2013)
RR
Florida(8/16/2013)
RR
Georgia(8/16/2013)
RR
Kansas(5/3/2024)
RR
Maine(8/16/2013)
RR
Maryland(8/16/2013)
RR
Massachusetts(2/25/2019)
RR
New Jersey(8/16/2013)
RR
New York(8/16/2013)
RR
North Carolina(8/20/2013)
IAR
North Carolina(9/3/2021)
RR
Ohio(8/16/2013)
RR
Oklahoma(8/17/2015)
RR
South Dakota(2/3/2025)
RR
Texas(8/16/2013)
IAR
Texas(1/10/2022)
RR
Virginia(8/16/2013)
IAR
Virginia(9/3/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ALLEGIANCE FINANCIAL GROUP
ALLEGIANCE FINANCIAL GROUP | COOKE CAPITAL | ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC
CRD#: 313110 / SEC#: 801-122267
RIA
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Contact information
Main Address
374 Maple Avenue East Suite 204, Vienna, VA 22180
Mailing Address
Phone number
(703) 242-7900
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,410 |
| AUM (Assets Under Management) | $ 505,014,157 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
