GR
George E. Reveley
ALPHA OMEGA WEALTH MANAGEMENT
Richmond, VA 23226
Some features on this profile are disabled
CRD#: 2772773
GR
Professional summary
George Everett Bond Reveley, AIF®, CFP®, who also goes by Everett Reveley, is a registered financial advisor currently at ALPHA OMEGA WEALTH MANAGEMENT, LLC located in Richmond, Virginia.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. George has worked at 2 firms and has passed the Series 66, SIE, Series 87, Series 86, Series 7, Series 10, Series 9 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Everett Reveley
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.
(1) HISTORIC POLEGREE CHURCH FOUNDATION - NOT INVESTMENT-RELATED - 6411 HEATHERWOOD DR. MECHANICSVILLE, VA - FOUNDATION FOR HISTORICAL PRESERVATION - BOARD MEMBER - 1 TO 5 HOUS/MONTH DURING NON-BUSINESS HOURS - 0 HOURS/MONTH DURING TRADING HOURS - SERVE ON BOARD AND FINANCE COMMITTEE (2)WESTMINSTER CANTERBURY RICHMOND - NOT INVESTMENT RELATED - RETIREMENT COMMUNITY - 1600 WESTBROOK AVENUE, RICHMOND VA - DIRECTOR-CORPORATE BOARD - 1/1/16 - 1 TO 5 HRS/MONTH DURING NON-BUSINESS HOURS AND TRADING HOURS - SERVE ON BOARD AND OTHER VARIOUS COMMITTEES (3)DOOMSDAY MOVIE LLC - NOT INVESTMENT-RELATED - 475 ABEEL STREET KINGSTON, NY - MOVIE PRODUCTION - CO-PRODUCER, PART OWNER - 0 HOURS/MONTH - PROVIDE INVESTMENT (4)CHURCHILL ACTIVITIES AND TUTORING (CHAT) - NOT INVESTMENT RELATED - PROGRAM THAT EMPOWERS YOUTH TO BREAK THE CYCLES OF POVERTY AND REACH FOR THEIR GOALS - 3015 N STREET, RICHMOND, VA - 2/15/16 - DIRECTOR - 1 TO 5 HRS/MONTH DURING NON-BUSINESS HOURS AND TRADING HOURS - SERVE ON BOARD OF DIRECTORS (5)GRACE COVENANT PRESBYTERIAN CHURCH - NOT INVESTMENT RELATED - CHURCH - 1627 MONUMENT AVENUNE, RICHMOND, VA - TREASURER - 1/1/16 - 1 TO 5 HRS/ MONTH DURING BUSINESS AND NON-BUSINESS HOURS - REVIEW MONTHLY FINANCIALS AND PRESNT THEM TO GOVERNING BODY (6)FAN DISTRICT ASSOCIATION - NOT INVESTMENT-RELATED - NEIGHBORHOOD ASSOCIATION - 208 N STRAWBERRY STREET RICHMOND VA - TREASURER - 6/1/16 - 1 TO 5 HRS/MONTH DURING TRADING AND NON-BUSINESS HOURS - MAINTAIN ASSOCIATIONS FINANCES
CRS (Client Relationship Summary) - RIA
Click below to view George Everett Bond Reveley'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: 2016
Experience
Current
April 24, 2018 - Present
ALPHA OMEGA WEALTH MANAGEMENT, LLC
Office #1: 7202 Glen Forest Drive Suite 300, Richmond, VA 23226RIA
CRD#: 149842
Richmond, VA
Past
October 4, 2011 - April 19, 2018
DAVENPORT & COMPANY LLC
RIA
CRD#: 1588
RICHMOND, VA
Past
September 29, 2011 - April 19, 2018
DAVENPORT & COMPANY LLC
BD
CRD#: 1588
RICHMOND, VA
Past
November 9, 2006 - January 26, 2009
DAVENPORT & COMPANY LLC
RIA
CRD#: 1588
RICHMOND, VA
Past
August 24, 2006 - January 26, 2009
DAVENPORT & COMPANY LLC
BD
CRD#: 1588
RICHMOND, VA
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".
AO
ALPHA OMEGA WEALTH MANAGEMENT, LLC
ALPHA OMEGA INVESTMENT ADVISORS | GLEN ALLEN DESIGNS, LLC | ALPHA OMEGA WEALTH MANAGEMENT, LLC
CRD#: 149842 / SEC#: 801-70136
RIA
Registered Investment Advisory firm - (4/21/2009 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(1/26/2021)
IAR
Virginia(4/24/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AO
ALPHA OMEGA WEALTH MANAGEMENT, LLC
ALPHA OMEGA INVESTMENT ADVISORS | GLEN ALLEN DESIGNS, LLC | ALPHA OMEGA WEALTH MANAGEMENT, LLC
CRD#: 149842 / SEC#: 801-70136
RIA
Registered Investment Advisory firm - (4/21/2009 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7202 Glen Forest Drive Suite 300, Richmond, VA 23226
Mailing Address
Phone number
(804) 955-1600
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,282 |
| AUM (Assets Under Management) | $ 905,828,765 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/08/2025 | ||
| 07/29/2024 | ||
| 07/31/2023 | ||
| 12/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALPHA OMEGA WEALTH MANAGEMENT, LLC
CRD#: 149842Richmond, VA 23226TRUST BUT VERIFY
Monitor George Reveley
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
