Unclaimed Profile

Robert David Len

RDL FINANCIAL, INC.·FAIRFAX, Virginia

Series 65Clean record28 years registeredRDL FINANCIAL, INC.

12701 FAIR LAKES CIRCLE, FAIRFAX, VA 22033CRD# 2847676Firm CRD# 111647

Profile Verification

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

Identity

Robert David Len · FAIRFAX, VA

Registration

CRD #2847676 · RDL FINANCIAL, INC. · 28 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

May 2025 – present

WOLF GROUP CAPITAL ADVISORS

Apr 1998 – May 2025

FAIRFAX, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 7, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RDL FINANCIAL, INC.

CRD 111647 · SEC 801-61501

AUM

$527M

Regulatory assets under management

Employees

875 client accounts

Services offered by RDL FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RDL FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Robert David Len offer?

Robert David Len specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFAX, Virginia for a consultation.

What are Robert David Len's credentials?

Robert David Len is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert David Len located?

Robert David Len is based in FAIRFAX, Virginia, working with RDL FINANCIAL, INC.. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.

How does Robert David Len charge for services?

Robert David Len's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RDL FINANCIAL, INC.?

RDL FINANCIAL, INC. has approximately 13 employees and manages $527M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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