GT

Girum Tesfaye

TESFAYE O'NEILL FINANCIAL
Alexandria, VA 22310
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CRD#: 7833371
GT

Professional summary


Girum Tesfaye is a registered financial advisor currently at TESFAYE O'NEILL FINANCIAL located in Alexandria, Virginia.

Girum is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Girum has worked at 1 firm and has passed the Series 65 exam.

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 Girum Tesfaye'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®
None

Experience


Current

November 16, 2023 - Present

TESFAYE O'NEILL FINANCIAL

Office #1: 6350 Walker Lane, Suite 530, Alexandria, VA 22310
RIA
CRD#: 322859
Alexandria, 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
Maryland
(11/17/2025)
IAR
Virginia
(11/16/2023)

Exams


State Security Law Exam

Current Firm


TO
TESFAYE O'NEILL FINANCIAL
BEACON ESTATE TAX WEALTH | TESFAYE O'NEILL FINANCIAL LLC | TESFAYE O'NEILL FINANCIAL | BEACON LAW TAX WEALTH

CRD#: 322859 / SEC#:

Maryland
Registered Investment Advisory firm - (11/17/2025 Approved)
Virginia
Registered Investment Advisory firm - (10/14/2022 Approved)
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Contact information


Main Address
6350 Walker Lane, Suite 530, Alexandria, VA 22310
Mailing Address
Phone number
(703) 705-2011
Established
Firm type
Fiscal year end
# of Employees
3

Red Flags


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Company Information


TESFAYE O'NEILL FINANCIAL

CRD#: 322859Alexandria, VA 22310

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