Aleksandra Shteyn, financial advisor Fairfax VA
96 score

Aleksandra Shteyn

CRD Number: 4453802
Current Firm: Edelman Financial Services, LLC

Aleksandra Shteyn (CRD# 4453802) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Fairfax, VA and has over 13 years of experience in the finance industry. Aleksandra Shteyn 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.

Similar Advisors
Jim David, financial advisor Fairfax VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Fairfax VA
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Fairfax VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Professional Designations
Company Name Location Dates Years
Ef Legacy Securities, LLC Henrico, CA Apr 2016 - Current < 1
Edelman Financial Services LLC Fairfax, VA Sep 2014 - Current 2
Sanders Morris Harris Inc. Houston, TX Sep 2014 - Apr 2016 1
Fidelity Brokerage Services, LLC Pasadena, CA Aug 2009 - Sep 2014 5
Morgan Stanley Smith Barney Pasadena, CA Jun 2009 - Aug 2009 < 1
Citigroup Global Markets Inc. Pasadena, CA Apr 2003 - Jun 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Aleksandra Shteyn
Phone Number: 703-818-0800
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.