Waldman Financial Advisers

Waldman Financial Advisers (CRD# 146763) is a financial advisory firm headquartered in Vienna, VA. They manage $84,844,392 in 240 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $353,518
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

DC, FL, LA, MD, PA, SC, TX, VA

Financial Advisors at Waldman Financial Advisers
Showing 1 - 3 of 3 top financial advisors.
1
Dennis G. Buki
CRD#: 1473770
501 Church St Ne, Suite 110, Vienna, VA 22180
96
Wealthminder
score

Dennis Buki (CRD# 1473770) is an Investment Advisor Representative working at Waldman Financial Advisers in Vienna, VA and has over 12 years of experience in the finance industry. Dennis Buki 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.

2
Gail L. Waldman
CRD#: 4258085
501 Church St Ne, Suite 110, Vienna, VA 22180
96
Wealthminder
score

Gail Waldman (CRD# 4258085) is an Investment Advisor Representative working at Waldman Financial Advisers in Vienna, VA and has over 16 years of experience in the finance industry. Gail Waldman 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
Mark S. Waldman
CRD#: 1176523
501 Church St Ne, Suite 110, Vienna, VA 22180
76
Wealthminder
score

Mark Waldman (CRD# 1176523) is an Investment Advisor Representative working at Waldman Financial Advisers in Vienna, VA and has over 32 years of experience in the finance industry. Mark Waldman 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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