Sloan
Chittenden

Verus Financial Partners

CRD#7397246
Investment Advisor
in Richmond, VA

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About this Advisor

Sloan Chittenden is a financial advisor based out of Richmond, Virginia who has 1 year of relevant experience. Chittenden is an employee of Verus Financial Partners. Throughout their career, Chittenden has worked at Verus Financial Partners, Inc, Ymca Of Greater Richmond, Virginia Commonwealth University, Fluvanna County Schools and Piedmont Virginia Community College. Chittenden maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Virginia. Verus Financial Partners is a registered investment business that has its headquarters in Richmond, VA. It administers $837 million in assets under management across its 1,925 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,925 client accounts, just 5% are held by high-net-worth investors who have at least $1 million in investable assets. The firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management are based on the services. However, fees billed by Verus Financial Partners can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9030 Stony Point Parkway Suite 160
Richmond, VA 23235

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Verus Financial Partners Brokerage Details

Total Assets Under Management

$837,027,897

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

17

VA Average: 32
Total Number of Accounts

1,925

VA Average: 1,458
Average Account Size

$434,820

VA Average: $1,258,785

Investment Advisory Services

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

Sloan Chittenden Work History

Sloan has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Verus Financial Partners, Inc

2016 - 2021 (5 years)

Ymca Of Greater Richmond

2016 - 2019 (3 years)

Virginia Commonwealth University

2015 - 2016 (1 year)

Piedmont Virginia Community College

2010 - 2015 (5 years)

Fluvanna County Schools

*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 Sloan Chittenden 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 Verus Financial Partners

Justin Cason
Richmond, VA
David Kozlowski
Richmond, VA
Julie Waitman
Richmond, VA
Edward Hoppe
Richmond, VA
Lindsey Kozlowski
Richmond, VA
Kristin Lindsay
Richmond, VA
William Lagos
Richmond, VA
Sloan Chittenden
Richmond, 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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