John Wolff, financial advisor Reston VA
66 score

John Wolff

CRD Number: 1846627
Current Firm: Capital Fiduciary Advisors, LLC

John Wolff (CRD# 1846627) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Reston, VA and has over 28 years of experience in the finance industry. John Wolff 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.

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Professional Designations
Company Name Location Dates Years
Capital Fiduciary Advisors, LLC Reston, VA Mar 2011 - Current 5
Capital Fiduciary Advisors, Inc. Leesburg, VA Jul 2006 - Mar 2011 4
Usf Securities, LP Leesburg, VA Oct 2006 - Aug 2007 < 1
Usf Advisors, LLC Sugar Land, TX Oct 2006 - Aug 2007 < 1
Hsbc Brokerage (usa) Inc. (wtas) Mclean, VA Sep 2003 - Oct 2006 3
Wealth Tax Advisory Service, Inc. Mclean, VA Sep 2003 - Oct 2006 3
Shepherd College Shepherdstown, WV Sep 1984 - Oct 2006 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Sep 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for John H. Wolff
Phone Number: 703-871-5961
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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


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