Unclaimed Profile

Gail Lynn Waldman

WALDMAN FINANCIAL ADVISERS, LLC·VIENNA, Virginia

SIE, Series 7, Series 24, Series 63, Series 66, Series 99TOCFPClean record23 years registeredWALDMAN FINANCIAL ADVISERS, LLC

501 CHURCH ST NE, VIENNA, VA 22180CRD# 4258085Firm CRD# 146763

Profile Verification

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

Identity

Gail Lynn Waldman · VIENNA, VA

Registration

CRD #4258085 · WALDMAN FINANCIAL ADVISERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2024 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2024 – Jan 2024

North Chesterfield, VA

WALDMAN FINANCIAL ADVISERS

May 2008 – Mar 2024

NORTH CHESTERFIELD, VA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2008 – May 2008

VIENNA, VA

SECURITIES AMERICA ADVISORS, INC.

Aug 2002 – Mar 2008

VIENNA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · August 29, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALDMAN FINANCIAL ADVISERS, LLC

CRD 146763 · SEC 801-118203

AUM

$104M

Regulatory assets under management

Employees

184 client accounts

Services offered by WALDMAN FINANCIAL ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WALDMAN FINANCIAL ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Gail Lynn Waldman offer?

Gail Lynn Waldman specializes in Investment Management, Fee-Only Advisory. Contact their office in VIENNA, Virginia for a consultation.

What are Gail Lynn Waldman's credentials?

Gail Lynn Waldman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gail Lynn Waldman located?

Gail Lynn Waldman is based in VIENNA, Virginia, working with WALDMAN FINANCIAL ADVISERS, LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.

How does Gail Lynn Waldman charge for services?

Gail Lynn Waldman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALDMAN FINANCIAL ADVISERS, LLC?

WALDMAN FINANCIAL ADVISERS, LLC has approximately 2 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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