Motley Fool Wealth Management, LLC
Motley Fool Wealth Management, LLC (CRD# 165689) is a financial advisory firm headquartered in Alexandria, VA. They manage $836,000,000 in 3,208 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management836MILLION
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Total Number of Accounts3,208ACCOUNTS
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Average Account Value$260,599
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Ross Anderson (CRD# 5483452) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 9 years of experience in the finance industry. Ross Anderson 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.
Sean Gates (CRD# 5320621) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 9 years of experience in the finance industry. Sean Gates 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.
Maxwell Hacker (CRD# 5799031) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 7 years of experience in the finance industry. Maxwell Hacker 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.
Joseph Perna (CRD# 5228191) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 9 years of experience in the finance industry. Joseph Perna 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.
Daniel Messeca (CRD# 5848730) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 6 years of experience in the finance industry.
Theodore Piggott (CRD# 5137689) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 10 years of experience in the finance industry.
Megan Brinsfield (CRD# 5987756) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has 1 year of experience in the finance industry. Megan Brinsfield 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.
Nicholas Crow (CRD# 6280566) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has 1 year of experience in the finance industry.
Amanda Kish (CRD# 6184052) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has 1 year of experience in the finance industry. Amanda Kish 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.
Philip Biedronski (CRD# 6159398) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 3 years of experience in the finance industry.