Colin T. Page
OAKLEIGH WEALTH SERVICES
Crozet, VA 22932
Some features on this profile are disabled
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.
Colin Page is currently employed as the Vice President in charge of trading and operations at New Generation Advisors, LLC. This activity accounts for approximately 20% of his time.
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
