John
Seraphin

Steigerwald, Gordon & Koch - Wealth Advisors

CRD#6743001
Investment Advisor
in Leesburg, VA

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About this Advisor

John Seraphin is a financial advisor based in Leesburg, Virginia, working with Steigerwald, Gordon & Koch - Wealth Advisors. John has previously held positions at Avenue Wealth, Capitol Financial Partners, Solarnova, Permanent Value Inc, Ernst & Young, Virginia Tech, Nylife Securities LLC, Eagle Strategies LLC, Ida Lee Park & Rec Center, and Steigerwald, Gordon & Koch - Wealth Advisors. John has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, John is part of Steigerwald, Gordon & Koch - Wealth Advisors, which operates out of Leesburg, Virginia. The firm has 3 offices and 14 employees. The firm manages assets totaling $1.1 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, and portfolio management for institutional clients. The fee structure at Steigerwald, Gordon & Koch - Wealth Advisors 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

893-A Harrison Street, S.E.
Leesburg, VA 20175

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Steigerwald, Gordon & Koch - Wealth Advisors Brokerage Details

Total Assets Under Management

$1,050,589,563

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

14

VA Average: 32
Total Number of Accounts

2,018

VA Average: 1,458
Average Account Size

$520,609

VA Average: $1,258,785

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

2022 - Present (2 years)

Steigerwald, Gordon & Koch - Wealth Advisors

2019 - 2022 (3 years)

Eagle Strategies LLC

2018 - 2022 (4 years)

Nylife Securities LLC

2017 - 2021 (4 years)

Avenue Wealth

2016 - 2017 (1 year)

Capitol Financial Partners

2016 - 2016 (< 1 year)

Solarnova

2016 - 2016 (< 1 year)

Ida Lee Park & Rec Center

2015 - 2015 (< 1 year)

Permanent Value Inc

2014 - 2014 (< 1 year)

Ernst & Young

2011 - 2015 (4 years)

Virgnia Tech

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

Madolynn Stemmer
Leesburg, VA
Jennifer Mascarenas
Leesburg, VA
Harry Karageorge
Leesburg, VA
John Seraphin
Leesburg, VA
Darren Koch
Leesburg, VA
Eric Randolph
Leesburg, VA
Jeffrey Gordon
Leesburg, VA
John Steigerwald
Leesburg, 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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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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