Alyssa Prieto (CRD# 7575052) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Toth Financial Advisory Corp | Leesburg, VA | Nov 2021 - Current | 2 |
| Deloitte | Arlington, VA | May 2019 - Nov 2021 | 2 |
| White House Executive Residence | Washington, DC | Nov 2016 - May 2019 | 2 |
| National Security Council | Washington, DC | Aug 2014 - Nov 2016 | 2 |
| Department Of Homeland Security | Washington, DC | Jan 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- VA
-
Total Assets Under Management866MILLIONS
-
Total Number of Accounts2,133ACCOUNTS
-
Average Account Value$405,954
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AZ, CA, CO, DC, FL, GA, MD, NC, OH, OK, PA, SC, TN, TX, VA, WV
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