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Peter A. Radvanyi

RADVANYI WEALTH MANAGEMENT LLC
Reston, VA 20190
Some features on this profile are disabled
CRD#: 3129076
PR

Professional summary

Peter Alan Radvanyi is a registered financial advisor currently at RADVANYI WEALTH MANAGEMENT LLC located in Reston, Virginia.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Peter has worked at 9 firms and has passed the Series 65, Series 63, SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Alan Radvanyi'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®
None

Experience

Current

January 4, 2016 - Present

RADVANYI WEALTH MANAGEMENT LLC

Office #1: 11921 Freedom Dr. Suite 550, Reston, VA 20190
RIA
CRD#: 273033
Reston, VA
Past

August 20, 2007 - January 4, 2016

NFSG CORPORATION

RIA
CRD#: 130814
RESTON, VA
Past

August 14, 2007 - December 28, 2015

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
RESTON, VA
Past

July 31, 2007 - August 20, 2007

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
STERLING, VA
Past

July 18, 2007 - August 20, 2007

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
STERLING, VA
Past

May 31, 2007 - July 18, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
STERLING, VA
Past

November 14, 2006 - November 14, 2006

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
STERLING, VA
Past

October 26, 2006 - July 18, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
STERLING, VA
Past

October 10, 2006 - October 24, 2006

RADVANYI WEALTH MANAGEMENT

RIA
CRD#: 141584
STERLING, VA
Past

July 5, 2006 - July 12, 2006

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
STERLING, VA
Past

June 26, 2006 - July 12, 2006

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
STERLING, VA
Past

June 22, 1999 - June 23, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
STERLING, VA
Past

March 1, 1999 - June 23, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 1, 1999 - June 23, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
STERLING, VA

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
Virginia
(1/4/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/8/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/5/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/28/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/17/1998
General Securities Representative Examination

Current Firm

RW
RADVANYI WEALTH MANAGEMENT LLC
KOADAM LLC | RADVANYI, PETER A. | RADVANYI WELATH MANAGEMENT LLC | RADVANYI WEALTH MANAGEMENT LLC | RADVANYI WEALTH MANAGEMENT

CRD#: 273033 / SEC#:

Virginia
Registered Investment Advisory firm - (1/4/2016 Approved)
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Contact information

Main Address
11921 Freedom Dr. Suite 550, Reston, VA 20190
Mailing Address
Phone number
(703) 288-5262
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts95
AUM (Assets Under Management)$ 30,000,000

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

RADVANYI WEALTH MANAGEMENT LLC

CRD#: 273033Reston, VA 20190

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