Alexander
Voorhees

Reston Wealth Management

CRD#6153993
Investment Advisor
in Reston, VA

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About this Advisor

Alexander Voorhees is a certified financial planner working in Reston, Virginia, with 9 years of industry experience. Voorhees is on the advisory team at Reston Wealth Management. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Maison Et Jardin, Christopher Newport University, Lpl Financial and Reston Wealth Management. Voorhees has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Reston Wealth Management is a registered investment firm that has its headquarters in Reston, VA. It administers $345 million in assets under management among its 466 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 466 client accounts, 43% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Reston Wealth Management has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually depend on which services are provided. Fee types charged by Reston Wealth Management likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1984 Isaac Newton Square West Suite 107
Reston, VA 20190

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Reston Wealth Management Brokerage Details

Total Assets Under Management

$344,955,086

VA Average: $1,835,309,194
Total Number of Employees

8

VA Average: 32
Total Number of Accounts

466

VA Average: 1,458
Average Account Size

$740,247

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Alexander Voorhees Work History

Alexander has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Reston Wealth Management

2014 - 2017 (3 years)

Lpl Financial

2013 - 2014 (1 year)

Wells Fargo Advisors, LLC

2011 - 2013 (2 years)

Maison Et Jardin

2010 - 2014 (4 years)

Christopher Newport University

*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 Alexander Voorhees 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 Reston Wealth Management

Adam Knapik
Reston, VA
Crystal Matlock
Reston, VA
Alexander Voorhees
Reston, VA
Chloerissa Kirwan
Reston, VA
Robert Tucker
Reston, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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