Eric F. Randolph

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Leesburg, VA 20175

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CRD#: 2848147

Professional summary

Eric Freeman Randolph JR, CFP®, who also goes by Chip Randolph, is a registered financial advisor currently at STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS located in Leesburg, Virginia.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Eric has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Comprehensive Financial Planni...

Retirement Income Management

Investment Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Chip Randolph

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Freeman Randolph JR's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2015

Experience

Current

July 10, 2022 - Present

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Office #1: 893-a Harrison Street, S.e., Leesburg, VA 20175

RIA

CRD#: 111685

Leesburg, VA

Past

January 7, 2004 - July 6, 2022

HOPWOOD FINANCIAL SERVICES, INC.

RIA

CRD#: 127927

RESTON, VA

Past

January 31, 2003 - October 3, 2003

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

MCLEAN, VA

Past

January 9, 2003 - October 9, 2003

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

Past

January 27, 2000 - December 31, 2002

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ALEXANDRIA, VA

Past

May 11, 1999 - December 31, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

August 3, 1998 - April 6, 1999

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

March 27, 1997 - June 6, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 27, 1997 - June 6, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, 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".

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

Maryland
(7/12/2022)

IAR

Texas
(7/10/2022)

IAR

Virginia
(7/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/22/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/22/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/25/1997

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (7/3/2025)

Regulatory assets under management

Total Number of Accounts	2,290
AUM (Assets Under Management)	$ 1,214,846,098

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.

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Advisor Monitoring

Firm Stability Insights

Eric F. Randolph

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Freeman Randolph JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOPWOOD FINANCIAL SERVICES, INC.

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FIRST UNION BROKERAGE SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/22/1997

Series 63

Date: 4/22/1997

Series 7

Date: 3/25/1997

Current Firm

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

TRUST BUT VERIFY

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