Stephanie Muskovac (CRD# 7688487) 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 | Sep 2022 - Current | 1 |
| United States Navy | Naples, | Jul 2020 - Jun 2022 | 1 |
| United States Navy | Virginia Beach, VA | Jan 2018 - Jul 2020 | 2 |
| United States Navy | Virginia Beach, VA | Nov 2014 - Jan 2018 | 3 |
| United States Navy | Virginia Beach, VA | Oct 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- 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
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.