AdvisorOS Directory
Claim Profile
KS

Kirstie Bridget Sturman

WEST FINANCIAL SERVICES, INC.·MCLEAN, Virginia
Unclaimed Profile
2010 CORPORATE RIDGE ROAD, MCLEAN, VA 22102CRD# 4622459Firm CRD# 137497
01

About

Kirstie Bridget Sturman is a registered financial advisor based in MCLEAN, Virginia, affiliated with WEST FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.
AUM
$2.2B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at WEST FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4622459
Firm CRD# 137497
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MCLEAN?

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

Browse MCLEAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kirstie Bridget Sturman offer?
Kirstie Bridget Sturman specializes in Financial Planning, Investment Management. Contact their office in MCLEAN, Virginia for a consultation.
What are Kirstie Bridget Sturman's credentials?
Kirstie Bridget Sturman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kirstie Bridget Sturman located?
Kirstie Bridget Sturman is based in MCLEAN, Virginia, working with WEST FINANCIAL SERVICES, INC.. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Kirstie Bridget Sturman charge for services?
Kirstie Bridget Sturman'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 WEST FINANCIAL SERVICES, INC.?
WEST FINANCIAL SERVICES, INC. has approximately 37 employees and manages $2.2B 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 WEST FINANCIAL SERVICES, INC.

Joseph Allen Dennis
MCLEAN, VA
Daniel Joseph Schrider
MCLEAN, VA
Dennis Patrick Neville
MCLEAN, VA
Glen Joseph Buco
MCLEAN, VA
Glenn Avery Robinson
MCLEAN, VA
Mark Edward Friis
MCLEAN, VA

More Advisors in MCLEAN, Virginia

Charles Robert Devaney
CAPITAL ONE ADVISORS, LLC·MCLEAN, VA
David Lloyd Blisk
SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, VA
Suzanne Marie Mckeown
SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, VA
Adam Scott Levy
ANDERSEN TAX LLC·MCLEAN, VA
Fred Shane
COBRO VENTURES MANAGEMENT, LLC·MCLEAN, VA
James Joseph Bruyette
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC·MCLEAN, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)VIENNA (100)VIRGINIA BEACH (85)NORFOLK (74)FAIRFAX (61)GLEN ALLEN (60)
City Guides
RICHMOND GuideARLINGTON GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile