AdvisorOS Directory
Claim Profile
Unclaimed Profile
AS

Amy Hayes Showalter

ARBOR PRIVATE WEALTH, LLC·ASHBURN, Virginia
Series 65Clean record4 years registeredARBOR PRIVATE WEALTH, LLC
44679 ENDICOTT DRIVE, ASHBURN, VA 20147CRD# 7574117Firm CRD# 315812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Hayes Showalter · ASHBURN, VA
Registration
CRD #7574117 · ARBOR PRIVATE WEALTH, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

ARBOR PRIVATE WEALTH, LLC
Jun 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 16, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARBOR PRIVATE WEALTH, LLC
CRD 315812 · SEC 801-122411
AUM
$152M
Regulatory assets under management
Employees
3
384 client accounts
Services offered by ARBOR PRIVATE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARBOR PRIVATE WEALTH, LLC →
Introduction

Speak with Amy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ASHBURN?

Browse all registered financial advisors in ASHBURN, Virginia or claim this profile if it's yours.

Browse ASHBURN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Amy Hayes Showalter offer?
Amy Hayes Showalter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHBURN, Virginia for a consultation.
What are Amy Hayes Showalter's credentials?
Amy Hayes Showalter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Hayes Showalter located?
Amy Hayes Showalter is based in ASHBURN, Virginia, working with ARBOR PRIVATE WEALTH, LLC. Their office serves clients in the ASHBURN metropolitan area and surrounding communities.
How does Amy Hayes Showalter charge for services?
Amy Hayes Showalter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARBOR PRIVATE WEALTH, LLC?
ARBOR PRIVATE WEALTH, LLC has approximately 3 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ARBOR PRIVATE WEALTH, LLC

Eric Charles Showalter
ASHBURN, VA
CFP

More Advisors in ASHBURN, Virginia

Abraham Abich
ABICH FINANCIAL WEALTH MANAGEMENT, LLC·ASHBURN, VA
Andrew John Lewis
GENESIS PRIVATE WEALTH, LLC·ASHBURN, VA
Mark Allan Hall
ALLAGASH OPPORTUNITY ZONE PARTNERS LLC·ASHBURN, VA
Melissa Guevara Sotudeh
HALPERN FINANCIAL, INC.·ASHBURN, VA
Ted Stephen Halpern
HALPERN FINANCIAL, INC.·ASHBURN, VA
Patricia Powell Houlihan
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.·ASHBURN, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (385)MCLEAN (99)RESTON (87)ARLINGTON (74)VIRGINIA BEACH (65)ALEXANDRIA (59)CHARLOTTESVILLE (51)NORFOLK (46)VIENNA (41)ROANOKE (39)
City Guides
RICHMOND GuideMCLEAN GuideRESTON GuideARLINGTON GuideVIRGINIA BEACH Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile