John
Seraphin
Steigerwald, Gordon & Koch - Wealth Advisors
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About this Advisor
John Seraphin is a certified financial planner operating out of Leesburg, Virginia with 1 year of relevant experience. Seraphin is an advisor for Steigerwald, Gordon & Koch - Wealth Advisors. Throughout their career, Seraphin has worked at Avenue Wealth, Capitol Financial Partners, Solarnova, Permanent Value Inc, Ernst & Young, Virgnia Tech, Nylife Securities LLC, Eagle Strategies LLC, Ida Lee Park & Rec Center, Banburry Cross Farm and Steigerwald, Gordon & Koch - Wealth Advisors. Seraphin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Texas and Virginia. Steigerwald, Gordon & Koch - Wealth Advisors is a company based in Leesburg, VA. The firm has offices in three locations and a total of 14 people on staff. It manages $916 million in assets under management across its 628 client accounts, making it one of the larger firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 628 customer accounts, 55% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which service is provided. Fees charged by Steigerwald, Gordon & Koch - Wealth Advisors can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steigerwald, Gordon & Koch - Wealth Advisors Brokerage Details
$915,845,852
14
628
$1,458,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Seraphin Work History
John has been registered as a financial advisor for 1 years.*
Steigerwald, Gordon & Koch - Wealth Advisors
Eagle Strategies LLC
Nylife Securities LLC
Avenue Wealth
Capitol Financial Partners
Solarnova
Ida Lee Park & Rec Center
Permanent Value Inc
Ernst & Young
Banburry Cross Farm
Virgnia Tech
*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 John Seraphin 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 Steigerwald, Gordon & Koch - Wealth Advisors
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, 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.
