Amr Alian
Advisor at Investology Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investology Inc.
Location
Reston, VA 20191
Credentials
Series 63, Series 65
Industry experience
22 years
About
Amr Alian is a financial advisor with Investology Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Investology since 2010 and also serves as president and sole owner of Isynergy CPA, an accounting firm. Prior to Investology, he worked at Corporate Executive Board beginning in 2004. Investology provides portfolio management and advisory services to individuals, company retirement plans, and charitable organizations. The firm employs a combination of analytical methods and modern portfolio theory to manage a diverse range of investment instruments and offers both discretionary and non-discretionary account management.
Expertise
Based on Investology Inc.
Wealth management
Real estate investing
Passive / index investing
General retirement planning
Fee options
$0 - $500,000: 1.65% $500,001 - $1,000,000: 1.45% $1,000,001+: 1.25%
Location
1939 Roland Clarke Place Suite 350
Reston, VA 20191
Most active in
Amr A has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · Texas · Virginia
Work history
Investology Inc
2010 - Present (16 years)
Corporate Executive Board
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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