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PD

Paul G. Dietrich

FAIRFAX GLOBAL INVESTMENT MANAGEMENT
Arlington, VA 22209
Some features on this profile are disabled
CRD#: 4389176
PD

Professional summary

Paul George Dietrich is a registered financial advisor currently at FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC located in Arlington, Virginia.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Paul has worked at 6 firms and has passed the Series 65 exam.

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 Paul George Dietrich'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

April 6, 2023 - Present

FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC

Office #1: 1300 N. 17th St. Suite 1300, Arlington, VA 22209
RIA
CRD#: 314171
Arlington, VA
Past

April 8, 2025 - February 25, 2026

WEDBUSH SECURITIES INC.

RIA
CRD#: 877
Upperville, VA
Past

August 30, 2022 - April 16, 2025

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
Arlington, VA
Past

December 4, 2019 - March 31, 2023

B. RILEY WEALTH MANAGEMENT

RIA
CRD#: 2543
New York, NY
Past

January 2, 2013 - March 29, 2021

FAIRFAX GLOBAL MARKETS LLC

RIA
CRD#: 164741
MIDDLEBURG, VA
Past

July 3, 2012 - January 2, 2013

FOXHALL CAPITAL MANAGEMENT, INC.

RIA
CRD#: 104866
MIDDLEBURG, VA
Past

April 4, 2000 - April 2, 2012

FOXHALL CAPITAL MANAGEMENT, INC.

RIA
CRD#: 104866
ORANGE, CT

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".
FG
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
B. RILEY WEALTH PORTFOLIO ADVISERS, LLC | FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC | B. RILEY WEALTH SUB-ADVISERS, LLC | B. RILEY WEALTH SUB-ADVISERS | B. RILEY WEALTH PORTFOLIO ADVISORS, LLC

CRD#: 314171 / SEC#: 801-121341

RIA
Registered Investment Advisory firm - (5/28/2021 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
(4/6/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/11/1999
Uniform Investment Adviser Law Examination

Current Firm

FG
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
B. RILEY WEALTH PORTFOLIO ADVISERS, LLC | FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC | B. RILEY WEALTH SUB-ADVISERS, LLC | B. RILEY WEALTH SUB-ADVISERS | B. RILEY WEALTH PORTFOLIO ADVISORS, LLC

CRD#: 314171 / SEC#: 801-121341

RIA
Registered Investment Advisory firm - (5/28/2021 Approved)
PREMIUM
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Contact information

Main Address
Upperville, VA
Mailing Address
Po Box 1078, Middleburg, VA 20118
Phone number
+1 (540) 905-5858
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (16 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

2A FIRM BROCHURE (1/8/2026)

Regulatory assets under management

Total Number of Accounts424
AUM (Assets Under Management)$ 151,477,759

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

FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC

CRD#: 314171Arlington, VA 22209

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