SH
Shawn Y. Hadian
CAPITOL PRIVATE WEALTH GROUP LLC
VIENNA, VA 22182
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CRD#: 6544486
SH
Professional summary
Shawn Yousef Hadian, CFP® is a registered financial advisor currently at CAPITOL PRIVATE WEALTH GROUP LLC located in Vienna, Virginia.
Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Shawn has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1) Planning and Prep Consultants. Not Investment Related. 8150 Leesburg Pike, Suite 630,Vienna, VA 22182. Tax Advice and Preparation Services. Owner. Start 10/2019. 20 hours per month not during trading. Prepare income tax returns for individuals/ businesses. Give advice to clients on tax related issues. 2) Shawn Hadian (Proprietor)- Not investment related, 8150 Leesburg Pike, Ste. 630, Vienna, VA 22182. Insurance Services, proprietor. 05/2018 start. 5hr/mo, none during trading. hours. Agent on life, disability, or LTC insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Shawn Yousef Hadian'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®
Experience
Current
March 6, 2025 - Present
CAPITOL PRIVATE WEALTH GROUP LLC
Office #1: 8150 Leesburg Pike Suite 630, Vienna, VA 22182RIA
CRD#: 283257
VIENNA, VA
Past
August 31, 2018 - November 14, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Vienna, VA
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".
CP
CAPITOL PRIVATE WEALTH GROUP LLC
CAPITOL PRIVATE WEALTH GROUP LLC | TYSONS WEALTH GROUP LLC | DALIMONTE AND ASSOCIATES LLC
CRD#: 283257 / SEC#: 801-111009
RIA
Registered Investment Advisory firm - (8/17/2017 Approved)District of Columbia
Registered Investment Advisory firm - (12/8/2017 Terminated)Virginia
Registered Investment Advisory firm - (12/11/2017 Terminated)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(3/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CAPITOL PRIVATE WEALTH GROUP LLC
CAPITOL PRIVATE WEALTH GROUP LLC | TYSONS WEALTH GROUP LLC | DALIMONTE AND ASSOCIATES LLC
CRD#: 283257 / SEC#: 801-111009
RIA
Registered Investment Advisory firm - (8/17/2017 Approved)District of Columbia
Registered Investment Advisory firm - (12/8/2017 Terminated)Virginia
Registered Investment Advisory firm - (12/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8150 Leesburg Pike Suite 630, Vienna, VA 22182
Mailing Address
Phone number
(703) 226-0008
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,696 |
| AUM (Assets Under Management) | $ 450,705,752 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
