VK
Victor M. Krasij
APRIO WEALTH MANAGEMENT
ROCKVILLE, MD 20850
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CRD#: 7705701
VK
Professional summary
Victor Myron Krasij is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Rockville, Maryland.
Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Victor 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.
APRIO RISK MANAGEMENT POSITION: AGENT, NATURE: INSURANCE SALES, INVESTMENT RELATED: YES, NUMBER OF HOURS: AS NEEDED, START DATE: 2/2023, ADDRESS: 2002 SUMMIT BLVD, STE. 120 ATLANTA, GA 30319, DESCRIPTION: SALES OF VARIOUS INSURANCE PRODUCTS CFA SOCIETY OF WASHINGTON, DC; NOT INVESTMENT-RELATED; WASHINGTON, DC; FINANCE COMMITTEE VOLUNTEER; JUNE 2025; APPROX. 4 HRS/MO OUTSIDE TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Victor Myron Krasij'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®
NoneExperience
Current
March 27, 2023 - Present
APRIO WEALTH MANAGEMENT, LLC
Office #1: 111 Rockville Pike Suite 750, Rockville, MD 20850RIA
CRD#: 127333
ROCKVILLE, MD
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".
AW
APRIO WEALTH MANAGEMENT, LLC
APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC
CRD#: 127333 / SEC#: 801-63326
RIA
Registered Investment Advisory firm - (7/9/2004 Approved)Georgia
Registered Investment Advisory firm - (7/16/2004 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
Maryland(3/27/2023)
Exams
Current Firm
AW
APRIO WEALTH MANAGEMENT, LLC
APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC
CRD#: 127333 / SEC#: 801-63326
RIA
Registered Investment Advisory firm - (7/9/2004 Approved)Georgia
Registered Investment Advisory firm - (7/16/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2002 Summit Boulevard Suite 120, Atlanta, GA 30319
Mailing Address
Phone number
(404) 892-9651
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,269 |
| AUM (Assets Under Management) | $ 2,635,136,991 |
Red Flags
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