Chloerissa G. Kirwan
Professional summary
Chloerissa Grey Kirwan, CFP®, who also goes by Chloerissa VIncia Grey, Chloe Kirwan, is a registered financial advisor currently at RESTON WEALTH MANAGEMENT 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 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chloerissa Grey Kirwan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
January 6, 2017 - Present
RESTON WEALTH MANAGEMENT
Office #1: 1984 Isaac Newton Square West Suite 107, Reston, VA 20190-5039May 6, 2010 - January 6, 2017
LPL FINANCIAL LLC
January 3, 2001 - January 6, 2017
LPL FINANCIAL LLC
Primary Firm SEC Registration
RESTON WEALTH MANAGEMENT
CRD#: 148816 / SEC#: 801-70555
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2017)
Exams
Current Firm
RESTON WEALTH MANAGEMENT
CRD#: 148816 / SEC#: 801-70555
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 473 |
| AUM (Assets Under Management) | $ 477,096,308 |
Red Flags
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