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Chloerissa Grey Kirwan

RESTON WEALTH MANAGEMENT, LLC.·RESTON, Virginia
SIE, Series 7, Series 63, Series 66CFPChFCClean record16 years registeredRESTON WEALTH MANAGEMENT, LLC.
1984 ISAAC NEWTON SQUARE WEST, RESTON, VA 20190-5039CRD# 4305480Firm CRD# 148816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chloerissa Grey Kirwan · RESTON, VA
Registration
CRD #4305480 · RESTON WEALTH MANAGEMENT, LLC. · 16 years registered
Brand Profile
Not yet started
01

Career History

GREY KIRWAN FINANCIAL
Dec 2025 – present
RESTON WEALTH MANAGEMENT
Jan 2017 – Dec 2025
RESTON, VA
LPL FINANCIAL LLC
May 2010 – Jan 2017
RESTON, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · May 6, 2010
Years registered · 16
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RESTON WEALTH MANAGEMENT, LLC.
CRD 148816 · SEC 801-70555
AUM
$412M
Regulatory assets under management
Employees
8
476 client accounts
Services offered by RESTON WEALTH MANAGEMENT, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RESTON WEALTH MANAGEMENT, LLC. →
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05

Frequently Asked Questions

What services does Chloerissa Grey Kirwan offer?
Chloerissa Grey Kirwan specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.
What are Chloerissa Grey Kirwan's credentials?
Chloerissa Grey Kirwan holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Chloerissa Grey Kirwan located?
Chloerissa Grey Kirwan is based in RESTON, Virginia, working with RESTON WEALTH MANAGEMENT, LLC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Chloerissa Grey Kirwan charge for services?
Chloerissa Grey Kirwan's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESTON WEALTH MANAGEMENT, LLC.?
RESTON WEALTH MANAGEMENT, LLC. has approximately 8 employees and manages $412M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RESTON WEALTH MANAGEMENT, LLC.

Alexander Coerte Voorhees
RESTON, VA
CFP
Robert Eugene Tucker
RESTON, VA
CFPChFC

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