MR
Mikayla O. Rodarte
CAPITOL FINANCIAL CONSULTANTS
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 7850841
MR
Professional summary
Mikayla Olivia Rodarte, who also goes by Mikayla Rodarte, is a registered financial advisor currently at CAPITOL FINANCIAL CONSULTANTS, INC. located in Mclean, Virginia.
Mikayla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mikayla has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mikayla Rodarte
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) Name of Business: KORE DEFENSE INDUSTRIES, LLP DBA KORE SELF-DEFENSE & KRAV MAGA, Investment-related: NO, Address: 21240 ASHBURN CROSSING DRIVE, SUITE 140, ASHBURN, VA 20147, Nature of the other business: PERSONAL PROTECTION (MARTIAL ARTS EDUCATION), Position, title, relationship with the other business: LEAD INSTRUCTOR, GENERAL MANAGER, HEAD OF YOUTH & WOMEN"S PROGRAMS, Start Date: 8/2015, Approximate number of hours/month you devote to the other business: 24 HOURS PER MONTH, Approximate number of hours/month you devote to the other business during securities trading hours: NONE, Describe your duties relating to the other business: TEACH YOUTH AND ADULT CLASSES, MANAGE A TEAM OF SIX, RESPOND TO CUSTOMER EMAILS, CUSTOMER SERVICE
CRS (Client Relationship Summary) - RIA
Click below to view Mikayla Olivia Rodarte'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
November 29, 2024 - Present
CAPITOL FINANCIAL CONSULTANTS, INC.
Office #1: 8180 Greensboro Drive Suite 1150, Mclean, VA 22102RIA
CRD#: 109800
Mclean, 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".
CF
CAPITOL FINANCIAL CONSULTANTS, INC.
CAPITAL FINANCIAL CONSULTANT INC | CAPITOL FINANCIAL CONSULTANTS, INC. | CAPITAL FINANCIAL CONSULTANTS, INC.
CRD#: 109800 / SEC#: 801-31757
RIA
Registered Investment Advisory firm - (4/22/1988 Approved)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(11/29/2024)
Current Firm
CF
CAPITOL FINANCIAL CONSULTANTS, INC.
CAPITAL FINANCIAL CONSULTANT INC | CAPITOL FINANCIAL CONSULTANTS, INC. | CAPITAL FINANCIAL CONSULTANTS, INC.
CRD#: 109800 / SEC#: 801-31757
RIA
Registered Investment Advisory firm - (4/22/1988 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
8180 Greensboro Drive Suite 1150, Mclean, VA 22102
Mailing Address
Phone number
(703) 821-2000
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 419 |
| AUM (Assets Under Management) | $ 230,585,651 |
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.
