AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
HK

Harry P. Karageorge

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
Leesburg, VA 20175
Some features on this profile are disabled
CRD#: 3187310
HK

Professional summary

Harry Pete Karageorge, who also goes by Harry Karageorge, is a registered financial advisor currently at STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS located in Leesburg, Virginia.

Harry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Harry has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 55 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Harry Karageorge

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 Harry Pete Karageorge'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®
None

Experience

Current

January 9, 2017 - Present

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Office #1: 893-a Harrison Street, S.e., Leesburg, VA 20175
RIA
CRD#: 111685
Leesburg, VA
Past

June 20, 2006 - November 28, 2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
FALLS CHURCH, VA
Past

March 31, 2006 - November 28, 2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
FALLS CHURCH, VA
Past

October 30, 2002 - May 18, 2006

EUCLID FINANCIAL GROUP

RIA
CRD#: 122227
OAKTON, VA
Past

June 27, 2000 - April 5, 2002

BOSTON PARTNERS SECURITIES, L.L.C.

BD
CRD#: 2998
BOSTON, MA
Past

March 8, 2000 - April 18, 2000

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

April 6, 1999 - February 10, 2000

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
Virginia
(1/9/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/9/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/28/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 4/8/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 2/6/1999
National Commodity Futures Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
16

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/19/2026)

Regulatory assets under management

Total Number of Accounts730
AUM (Assets Under Management)$ 1,322,699,543

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

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

CRD#: 111685Leesburg, VA 20175

TRUST BUT VERIFY

Monitor Harry Karageorge

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Tara Nicole Seegers
Tara SeegersAdvisorCheck Check Mark
EXCEPTIONAL WEALTH & FAMILY OFFICE
IAR
COLORADO SPRINGS, CO
Philip David Meese
Philip MeeseAdvisorCheck Check Mark
AE WEALTH MANAGEMENT, LLC
IAR
Darien, CT
JF
John FrickerAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Ft. Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.