Shawn Steel, financial advisor Reston VA
93 score

Shawn Steel

CRD Number: 6161447
Current Firm: Clearlogic Financial, Inc.

Shawn Steel (CRD# 6161447) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 3 years of experience in the finance industry. Shawn Steel 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
Clearlogic Financial, Inc F/k/a Ticknor Atherton & Associates Reston, VA Feb 2013 - Current 3
Kathleen Finn Financial Services Washington, DC Sep 2011 - Feb 2013 1
Kings Dominion Doswell, VA Mar 2011 - Jul 2011 < 1
Special Counsel Washington, DC Mar 2006 - Feb 2011 4
Hudson Washington, DC Jan 2009 - Jan 2009 < 1
Lexulution Washington, DC Nov 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Shawn Steel
Phone Number: 703-476-3521
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    261
    MILLIONS
  • Total Number of Accounts
    793
    ACCOUNTS
  • Average Account Value
    $329,406
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
  • Pension consulting services
Types of Clients
Registered States

DC, MD, NC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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