Unclaimed Profile

Caitlin Somerset Borland

ARIA WEALTH PARTNERS, LLC·CHARLOTTESVILLE, Virginia

SIE, Series 7, Series 63, Series 66Clean record4 years registeredARIA WEALTH PARTNERS, LLC

505 FAULCONER DRIVE, CHARLOTTESVILLE, VA 22903CRD# 5710459Firm CRD# 334270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Caitlin Somerset Borland · CHARLOTTESVILLE, VA

Registration

CRD #5710459 · ARIA WEALTH PARTNERS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

ARIA WEALTH PARTNERS

Jan 2025 – present

TRUIST ADVISORY SERVICES, INC.

Jan 2022 – Jan 2025

CHARLOTTESVILLE, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 27, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARIA WEALTH PARTNERS, LLC

CRD 334270 · SEC 801-131770

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by ARIA WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARIA WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Caitlin Somerset Borland offer?

Caitlin Somerset Borland specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Caitlin Somerset Borland's credentials?

Caitlin Somerset Borland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Caitlin Somerset Borland located?

Caitlin Somerset Borland is based in CHARLOTTESVILLE, Virginia, working with ARIA WEALTH PARTNERS, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Caitlin Somerset Borland charge for services?

Caitlin Somerset Borland'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 ARIA WEALTH PARTNERS, LLC?

ARIA WEALTH PARTNERS, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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