Fariba
Shahbaz

The Burney Company

CRD#6879792
Investment Advisor
in Reston, VA

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About this Advisor

Fariba Shahbaz is a financial advisor based in Reston, Virginia, working with The Burney Company. Fariba has previously held a position at Burney Company. Fariba has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Fariba is part of The Burney Company, which operates out of Reston, Virginia. The firm has 14 offices and 42 employees. The firm manages assets totaling $2.7 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 investment companies, and other services. The fee structure at The Burney Company includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1800 Alexander Bell Drive Suite 510
Reston, VA 20191

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The Burney Company Brokerage Details

Total Assets Under Management

$2,680,712,693

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

42

VA Average: 32
Total Number of Accounts

4,284

VA Average: 1,458
Average Account Size

$625,750

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Fariba Shahbaz Work History

2017 - Present (7 years)

Burney Company

1996 - 2017 (21 years)

Burney Company

Disclosures

Please visit the SEC profile of Fariba Shahbaz 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 The Burney Company

Jodi Bowman
Carlisle, PA
Joel Sues
Reston, VA
Anne Pomar
Reston, VA
Benjamin Scrivener
Reston, VA
Albert Mullan
Reston, VA
Robert Pratt
Reston, VA
Brian Quantrille
Reston, VA
Harriet Fountain
Reston, VA

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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