Alaina Schrager, financial advisor Arlington VA
96 score

Alaina Schrager

CRD Number: 5433650
Current Firm: Re Advisers Corporation

Alaina Schrager (CRD# 5433650) is an Investment Advisor Representative working at Re Advisers Corporation in Arlington, VA and has over 8 years of experience in the finance industry. Alaina Schrager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Re Advisers Corporation Arlington, VA Dec 2013 - Current 3
Re Investment Corporation Arlington, VA Dec 2007 - Current 9
Nreca Arlington, VA Sep 2013 - Dec 2015 2
Nreca Arlington, VA Nov 2011 - Sep 2013 1
Nreca Arlington, VA Jan 2010 - Nov 2011 1
Nreca Arlington, VA Dec 2007 - Jan 2010 2
Sra Arlington, VA Nov 2007 - Dec 2007 < 1
Nreca Arlington, VA Sep 2007 - Oct 2007 < 1
Re Investment Corporation Arlington, VA Sep 2007 - Oct 2007 < 1
First National Bank Of Arizona Fairfax, VA Nov 2002 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Alaina K. Schrager
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • WI
  • RI
  • PR
By the Numbers
  • Total Assets Under Management
    9,141
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $507,819,484
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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