Ariel
Weisbard
Values Added Financial
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About this Advisor
Ariel Weisbard is a financial advisor operating in Washington, District Of Columbia with a total of 6 years of relevant experience. Weisbard is an employee of Values Added Financial. Throughout their career, Weisbard has worked at Law Firm Of Ari Weisbard, Council Of The District Of Columbia, Dc Employment Justice Center and Values Added Financial LLC. Weisbard holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in District Of Columbia, Massachusetts and New York. Values Added Financial is an advisory firm with a branch in Washington, District of Columbia. It controls $125 million in assets among its 278 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 278 client accounts, 79% are associated with high-net-worth investors who have at least $1 million in investable assets. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees charged by Values Added Financial may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Values Added Financial Brokerage Details
$124,658,727
6
278
$448,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Ariel Weisbard Work History
Ariel has been registered as a financial advisor for 6 years.*
Law Firm Of Ari Weisbard
Values Added Financial LLC
Council Of The District Of Columbia
Dc Employment Justice Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ariel Weisbard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Values Added Financial
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Rochester, NY
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