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Melissa Guevara Sotudeh

HALPERN FINANCIAL, INC.·ASHBURN, Virginia
Clean recordHALPERN FINANCIAL, INC.
20365 EXCHANGE STREET, ASHBURN, VA 20147CRD# 5126723Firm CRD# 108822

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Guevara Sotudeh · ASHBURN, VA
Registration
CRD #5126723 · HALPERN FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melissa Guevara Sotudeh is a registered financial advisor based in ASHBURN, Virginia, affiliated with HALPERN FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HALPERN FINANCIAL, INC.
HALPERN FINANCIAL, INC.
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HALPERN FINANCIAL, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5126723
Firm CRD# 108822
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Guevara Sotudeh offer?
Melissa Guevara Sotudeh specializes in Investment Management, Wealth Management. Contact their office in ASHBURN, Virginia for a consultation.
What are Melissa Guevara Sotudeh's credentials?
Melissa Guevara Sotudeh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Guevara Sotudeh located?
Melissa Guevara Sotudeh is based in ASHBURN, Virginia, working with HALPERN FINANCIAL, INC.. Their office serves clients in the ASHBURN metropolitan area and surrounding communities.
How does Melissa Guevara Sotudeh charge for services?
Melissa Guevara Sotudeh's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALPERN FINANCIAL, INC.?
HALPERN FINANCIAL, INC. has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HALPERN FINANCIAL, INC.

Milena Barbara Nilsen
ASHBURN, VA
Ted Stephen Halpern
ASHBURN, VA

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