Jozsef Szadvari Iii (CRD# 5418663) is an Investment Advisor Representative working at Pnc Investments in Warrenton, VA and has over 16 years of experience in the finance industry.
CRD# 4680182
Preston Wealth Advisors, LLC
CRD# 2371031
Northwest Financial Advisors LLC
CRD# 2595682
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Pittsburgh, PA | Mar 2018 - Current | 6 |
| Pnc Bank | Fredericksburg, VA | Dec 2017 - Mar 2018 | < 1 |
| Pnc Investments | Pittsburgh, PA | Dec 2017 - Mar 2018 | < 1 |
| Dominion Financial Consultants | Washington, DC | Mar 2017 - Sep 2017 | < 1 |
| Pnc Bank | Fall Hill, VA | Dec 2011 - Mar 2017 | 5 |
| Pnc Investments | Pittsburgh, PA | Dec 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
- VA
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, WY
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 derived from SEC.gov data covering 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.
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.