Pagnatokarp Partners, LLC

Pagnatokarp Partners, LLC (CRD# 282298) is a financial advisory firm headquartered in Reston, VA. They manage $1,513,570,290 in 2,052 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,514
    MILLION
  • Total Number of Accounts
    2,052
    ACCOUNTS
  • Average Account Value
    $737,607
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, NJ, NY, OK, PA, TX, VA

Financial Advisors at Pagnatokarp Partners, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Stephen H. Berardi
CRD#: 3134938
11951 Freedom Drive, Ste 1260, Reston, VA 20190
96
Wealthminder
score

Stephen Berardi (CRD# 3134938) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 19 years of experience in the finance industry.

2
Eric H. Schoener
CRD#: 2445794
11951 Freedom Drive, Suite 1260, Reston, VA 20190
96
Wealthminder
score

Eric Schoener (CRD# 2445794) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 24 years of experience in the finance industry. Eric Schoener 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.

3
Kevin W. Smith
CRD#: 5098185
11951 Freedom Drive, Suite 1260, Reston, VA 20190
96
Wealthminder
score

Kevin Smith (CRD# 5098185) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 11 years of experience in the finance industry. Kevin Smith 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
William D. Bancroft
CRD#: 4578392
11951 Freedom Drive, Suite 1260, Reston, VA 20190
93
Wealthminder
score

William Bancroft (CRD# 4578392) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 16 years of experience in the finance industry.

5
Robert E. Ciullo
CRD#: 1040561
11951 Freedom Drive, Suite 1260, Reston, VA 20190
93
Wealthminder
score

Robert Ciullo (CRD# 1040561) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 18 years of experience in the finance industry.

6
David W. Karp
CRD#: 2587445
11951 Freedom Drive, Suite 1260, Reston, VA 20190
93
Wealthminder
score

David Karp (CRD# 2587445) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 23 years of experience in the finance industry.

7
Lars G. Okeson
CRD#: 6016170
11951 Freedom Drive, Suite 1260, Reston, VA 20190
93
Wealthminder
score

Lars Okeson (CRD# 6016170) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 5 years of experience in the finance industry.

8
Dawn M. Page
CRD#: 3272365
11951 Freedom Drive, Suite 1260, Reston, VA 20190
93
Wealthminder
score

Dawn Page (CRD# 3272365) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 15 years of experience in the finance industry.

9
Andrew Woolridge
CRD#: 4159004
11951 Freedom Drive, Suite 1260, Reston, VA 20190
93
Wealthminder
score

Andrew Woolridge (CRD# 4159004) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 17 years of experience in the finance industry.

10
Paul A. Pagnato
CRD#: 2224626
11951 Freedom Drive, Suite 1260, Reston, VA 20190
83
Wealthminder
score

Paul Pagnato (CRD# 2224626) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 25 years of experience in the finance industry.

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