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Angela E Major Hart

VERIDIAN PRIVATE WEALTH MANAGEMENT LLC·WARRENVILLE, Illinois
SIE, Series 7TO, Series 63CFPClean record2 years registeredVERIDIAN PRIVATE WEALTH MANAGEMENT LLC
4320 WINFELD ROAD CANTERRA DEVELOPMENT, SUITE 200, WARRENVILLE, IL 60555CRD# 7062196Firm CRD# 330270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela E Major Hart · WARRENVILLE, IL
Registration
CRD #7062196 · VERIDIAN PRIVATE WEALTH MANAGEMENT LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

VERIDIAN PRIVATE WEALTH MANAGEMENT
Jan 2025 – present
VERIDIAN PRIVATE WEALTH MANAGEMENT
Apr 2024 – Dec 2024
WARRENVILLE, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 63
Registration record
First registered · April 17, 2024
Years registered · 2
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERIDIAN PRIVATE WEALTH MANAGEMENT LLC
CRD 330270 · SEC 801-129797
AUM
$100M
Regulatory assets under management
Employees
1
10 client accounts
Services offered by VERIDIAN PRIVATE WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at VERIDIAN PRIVATE WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Angela E Major Hart offer?
Angela E Major Hart specializes in Investment Management, Fee-Only Advisory. Contact their office in WARRENVILLE, Illinois for a consultation.
What are Angela E Major Hart's credentials?
Angela E Major Hart holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Angela E Major Hart located?
Angela E Major Hart is based in WARRENVILLE, Illinois, working with VERIDIAN PRIVATE WEALTH MANAGEMENT LLC. Their office serves clients in the WARRENVILLE metropolitan area and surrounding communities.
How does Angela E Major Hart charge for services?
Angela E Major Hart's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERIDIAN PRIVATE WEALTH MANAGEMENT LLC?
VERIDIAN PRIVATE WEALTH MANAGEMENT LLC has approximately 1 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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