Piedmont Investment Advisors, LLC

Piedmont Investment Advisors, LLC (CRD# 125465) is a financial advisory firm headquartered in Lansdowne, VA. They manage $99,243,093 in 167 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $594,270
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

AL, CA, FL, MD, NJ, NY, PA, TX, VA

Financial Advisors at Piedmont Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew D. Brady
CRD#: 3137611
19455 Deerfield Avenue, Suite 307, Lansdowne, VA 20176
93
Wealthminder
score

Matthew Brady (CRD# 3137611) is an Investment Advisor Representative working at Piedmont Investment Advisors, LLC in Lansdowne, VA and has over 18 years of experience in the finance industry.

2
William J. Militello
CRD#: 3044289
19455 Deerfield Avenue, Suite 307, Lansdowne, VA 20176
93
Wealthminder
score

William Militello (CRD# 3044289) is an Investment Advisor Representative working at Piedmont Investment Advisors, LLC in Lansdowne, VA and has over 14 years of experience in the finance industry.

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