Colin T. Page
OAKLEIGH WEALTH SERVICES
Crozet, VA 22932
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CRD#: 7665378
Professional summary
Colin T Page, CFP® is a registered financial advisor currently at OAKLEIGH WEALTH SERVICES located in Crozet, Virginia.
Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Colin has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Colin T Page'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®
Start date: 2022
Experience
Current
January 3, 2023 - Present
OAKLEIGH WEALTH SERVICES
Office #1: 5793 The Square Suite 9, Crozet, VA 22932RIA
CRD#: 323914
Crozet, 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
Virginia(1/3/2023)
Exams
Current Firm
OW
OAKLEIGH WEALTH SERVICES
OAKLEIGH WEALTH SERVICES | PAGE WEALTH SERVICES, LLC
CRD#: 323914 / SEC#:
Virginia
Registered Investment Advisory firm - (1/3/2023 Approved)PREMIUM
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Contact information
Main Address
5793 The Square Suite 9, Crozet, VA 22932
Mailing Address
Po Box 482, Crozet, VA 22932
Phone number
(434) 422-5220
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 41,905,684 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/23/2025 | ||
| 10/28/2024 |
Red Flags
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Company Information
OAKLEIGH WEALTH SERVICES
CRD#: 323914Crozet, VA 22932TRUST BUT VERIFY
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