Chloerissa G. Kirwan

GREY KIRWAN FINANCIAL

RESTON, VA 20190

Some features on this profile are disabled

CRD#: 4305480

Professional summary

Chloerissa Grey Kirwan, CFP®, who also goes by Chloerissa VIncia Grey, Chloe Kirwan, is a registered financial advisor currently at GREY KIRWAN FINANCIAL located in Reston, Virginia.

Chloerissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Chloerissa has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chloerissa Vincia Grey | Chloe Kirwan

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 Chloerissa Grey Kirwan'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^®

Certified Financial Planner

Start date: 2011

Experience

Current

December 2, 2025 - Present

GREY KIRWAN FINANCIAL

Office #1: 1984 Isaac Newton Sq W Ste 107, Reston, VA 20190

RIA

CRD#: 338850

RESTON, VA

Past

January 6, 2017 - December 1, 2025

RESTON WEALTH MANAGEMENT

RIA

CRD#: 148816

RESTON, VA

Past

May 6, 2010 - January 6, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

RESTON, VA

Past

January 3, 2001 - January 6, 2017

LPL FINANCIAL LLC

CRD#: 6413

RESTON, 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

Maryland
(1/7/2026)

IAR

Virginia
(12/2/2025)

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 66

Date: 5/5/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/29/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/2/2001

General Securities Representative Examination

Current Firm

GREY KIRWAN FINANCIAL

GREY KIRWAN FINANCIAL | GREY KIRWAN FINANCIAL LLC

CRD#: 338850 / SEC#:

Maryland

Registered Investment Advisory firm - (1/7/2026 Approved)

Virginia

Registered Investment Advisory firm - (12/2/2025 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

1984 Isaac Newton Sq W Ste 107, Reston, VA 20190

Mailing Address

Phone number

(703) 592-3944

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Chloerissa G. Kirwan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chloerissa Grey Kirwan's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREY KIRWAN FINANCIAL

RESTON WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2010

Series 63

Date: 1/29/2001

SIE

Date: 1/6/2017

Series 7

Date: 1/2/2001

Current Firm

GREY KIRWAN FINANCIAL

Contact information

Documents

Red Flags

Company Information

GREY KIRWAN FINANCIAL

TRUST BUT VERIFY

Similar Advisors