Arash
Katirai

Buckingham Strategic Wealth, LLC

CRD#6434679
Investment Advisor
in Fairfax, VA

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About this Advisor

Arash Katirai is a financial advisor based in Fairfax, Virginia, working with Buckingham Strategic Wealth, LLC. Arash has previously held positions at Sanford C. Bernstein & Co, Bayview Asset Management, Pruco Securities, LLC, Primerica, Sun Orchard, Capital One Advisors, LLC, Woodbury Financial Services, Inc, Buckingham Strategic Wealth, LLC, and Capital One Investing, LLC. Arash has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Arash is part of Buckingham Strategic Wealth, LLC, which operates out of Fairfax, Virginia. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11325 Random Hills Road Suite 210
Fairfax, VA 22030

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$28,824,339,793

VA Average: $11,469,110,461
Total Number of Employees

645

VA Average: 458
Total Number of Accounts

50,014

VA Average: 33,415
Average Account Size

$576,325

VA Average: $343,232

Investment Advisory Services

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

Arash Katirai Work History

2019 - Present (5 years)

Buckingham Strategic Wealth, LLC

2018 - 2019 (1 year)

Woodbury Financial Services, Inc

2016 - 2016 (< 1 year)

Pruco Securities, LLC

2016 - 2018 (2 years)

Capital One Advisors, LLC

2016 - 2018 (2 years)

Capital One Investing, LLC

2015 - 2016 (1 year)

Primerica

2015 - 2015 (< 1 year)

Sun Orchard

2014 - 2015 (1 year)

Sanford C. Bernstein & Co

2014 - 2014 (< 1 year)

N/A

2014 - 2014 (< 1 year)

Bayview Asset Management

Disclosures

Please visit the SEC profile of Arash Katirai 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 Buckingham Strategic Wealth, LLC

Philip Ho
Irvine, CA
Adam Truebe
Saint Louis, MO
Amanda Otto
Saint Louis, MO
Waiyee Wong
Saint Louis, MO
Austin Vuichard
Saint Louis, MO
Daniel Campbell
Saint Louis, MO
Devon Sherwood
Portland, OR
Joseph Frontczak
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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