Alia WagenhofferCRD Number: 6262917
Current Firm: Bronfman E.l. Rothschild, LP
Alia Wagenhoffer (CRD# 6262917) is an Investment Advisor Representative working at Bronfman E.l. Rothschild, LP in New York, NY and has over 3 years of experience in the finance industry. Alia Wagenhoffer 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.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Bronfman E.l. Rothschild||New York, NY||Sep 2015 - Current||1|
|Highline Wealth Management||Rockville, MD||Jul 2012 - Aug 2015||3|
|Wright Financial Planning||Melbourne,||Jan 2012 - Jun 2012||< 1|
|Virginia Tech||Blacksburg, VA||Aug 2009 - Dec 2011||2|
|Virginia Tech||Blacksburg, VA||Aug 2008 - Dec 2011||3|
|Glassman Wealth Services||Mclean, VA||May 2011 - Aug 2011||< 1|
|Vt Cfp||Blacksburg, VA||Jan 2011 - May 2011||< 1|
|Volume Two Bookstore||Blacksburg, VA||Aug 2010 - Feb 2011||< 1|
|Us Geological Survey, Financial Management Office||Reston, VA||May 2010 - Aug 2010||< 1|
|Famous Daves||Sterling, VA||Jan 2006 - Aug 2008||2|
|Potomac Falls Hs||Sterling, VA||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management3,789MILLIONS
Total Number of Accounts7,132ACCOUNTS
Average Account Value$531,306
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, FL, GA, IL, MA, MD, MI, MN, NC, NV, NY, OH, PA, SD, TN, TX, VA, WI
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