Halpern Financial, Inc.

Halpern Financial, Inc. (CRD# 108822) is a financial advisory firm headquartered in Ashburn, VA. They manage $282,212,963 in 690 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    282
    MILLION
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $409,004
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NC, NH, NJ, NY, TX, VA

Financial Advisors at Halpern Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Melissa G. Sotudeh
CRD#: 5126723
11 N Washington St #720, Rockville, MD 20850
103
Wealthminder
score
Melissa Sotudeh (CRD# 5126723) is an Investment Advisor Representative working at Halpern Financial, Inc. in Rockville, MD and has over 8 years of experience in the finance industry. Melissa Sotudeh 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Ted S. Halpern
CRD#: 2152322
20365 Exchange Street, Suite 200, Ashburn, VA 20147
100
Wealthminder
score
Ted Halpern (CRD# 2152322) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has over 25 years of experience in the finance industry.
3
Jennifer M. Davis
CRD#: 6372479
20365 Exchange Street, Suite 200, Ashburn, VA 20147
90
Wealthminder
score

Jennifer Davis (CRD# 6372479) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has 1 year of experience in the finance industry. Jennifer Davis 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.

4
Kirsty J. Peev
CRD#: 5781862
11 N. Washington Street, Suite 720, Rockville, MD 20850
90
Wealthminder
score

Kirsty Peev (CRD# 5781862) is an Investment Advisor Representative working at Halpern Financial, Inc. in Rockville, MD and has 1 year of experience in the finance industry. Kirsty Peev 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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