AdvisorOS Directory
Claim Profile
Unclaimed Profile
SC

Stephen Walter Chang

ACTS FINANCIAL ADVISORS, LLC·MCLEAN, Virginia
Clean recordACTS FINANCIAL ADVISORS, LLC
1390 CHAIN BRIDGE RD #10147, MCLEAN, VA 22101CRD# 7717661Firm CRD# 325930

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Walter Chang · MCLEAN, VA
Registration
CRD #7717661 · ACTS FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Walter Chang is a registered financial advisor based in MCLEAN, Virginia, affiliated with ACTS FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Stephen

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

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

03

Firm Overview

Firm
ACTS FINANCIAL ADVISORS, LLC
ACTS FINANCIAL ADVISORS
AUM
$108M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ACTS FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7717661
Firm CRD# 325930
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
05

Frequently Asked Questions

What services does Stephen Walter Chang offer?
Stephen Walter Chang specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.
What are Stephen Walter Chang's credentials?
Stephen Walter Chang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Walter Chang located?
Stephen Walter Chang is based in MCLEAN, Virginia, working with ACTS FINANCIAL ADVISORS, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Stephen Walter Chang charge for services?
Stephen Walter Chang'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 ACTS FINANCIAL ADVISORS, LLC?
ACTS FINANCIAL ADVISORS, LLC has approximately 2 employees and manages $108M 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 ACTS FINANCIAL ADVISORS, LLC

Mark Phillip Eid
MCLEAN, VA

More Advisors in MCLEAN, Virginia

David Lloyd Blisk
SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, VA
Suzanne Marie Mckeown
SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, VA
Charles Robert Devaney
CAPITAL ONE ADVISORS, LLC·MCLEAN, VA
Adam Ira Cohen
WILSON BENNETT CAPITAL MANAGEMENT INC·MCLEAN, VA
Linda Mae Tokar
ORION INVESTMENT ADVISORS, LLC·MCLEAN, VA
Adam Scott Levy
ANDERSEN TAX 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