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KP

Keith S. Packard

ACTIV8 FAMILY OFFICE LLC
MCLEAN, VA 22102
Some features on this profile are disabled
CRD#: 6287550
KP

Professional summary

Keith Sean Packard, who also goes by Sean Packard, is a registered financial advisor currently at ACTIV8 FAMILY OFFICE LLC located in Mclean, Virginia.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Keith has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sean Packard

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 Keith Sean Packard'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

December 1, 2025 - Present

ACTIV8 FAMILY OFFICE LLC

Office #1: 1775 Tyson's Blvd 5th Floor, Suite 5129, Mclean, VA 22102
RIA
CRD#: 337753
MCLEAN, VA
Past

January 17, 2014 - December 11, 2025

OFS

RIA
CRD#: 107335
MCLEAN, 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
Texas
(12/3/2025)
IAR
Virginia
(12/1/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/17/2014
Uniform Investment Adviser Law Examination

Current Firm

AF
ACTIV8 FAMILY OFFICE LLC
ACTIV8 FAMILY OFFICE LLC

CRD#: 337753 / SEC#: 801-134678

RIA
Registered Investment Advisory firm - (12/1/2025 120-Day Approval)
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Contact information

Main Address
1775 Tyson's Blvd 5th Floor, Suite 5129, Mclean, VA 22102
Mailing Address
Phone number
(978) 870-0255
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (15 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

FORM ADV PART 2A - FIRM BROCHURE (12/2/2025)
0

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

ACTIV8 FAMILY OFFICE LLC

CRD#: 337753Mclean, VA 22102

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