Advisor at Radvanyi Wealth Management LLC
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Firm
Radvanyi Wealth Management LLC
Location
Reston, VA 20191
Credentials
Series 63, Series 65
Industry experience
26 years
Peter Radvanyi is the principal of Radvanyi Wealth Management LLC in Reston, VA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has led his independent firm since 2015. Outside of advisory work, he owns KOADA LLC, a real estate investment company in Virginia. Radvanyi Wealth Management LLC provides portfolio management services to individuals, including high-net-worth clients, and charitable organizations. The firm employs a variety of analytical methods and manages approximately $30 million in client assets without using third-party subadvisers.
$0 - $2,000,000: 2.00% $2,000,001 - /null: 1.50%
1939 Roland Clarke Place, Suite 350
Reston, VA 20191
Virginia
Radvanyi Wealth Management LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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