Christian
Polito

Clarion Wealth Management Partners

CRD#5963337
Investment Advisor
in Fairfax, VA

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About this Advisor

Christian Polito is a financial advisor based in Fairfax, Virginia, working with Clarion Wealth Management Partners. Christian has previously held positions at Purshe Kaplan Sterling Investments, Mcadam, LLC, Keel Point Capital, LLC, Keel Point, LLC, Commonwealth Financial Network, Spire Investment Partners, Eversource Wealth Advisors, LLC, and Clarion Wealth Management Partners. Christian has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Christian is part of Clarion Wealth Management Partners, which operates out of Fairfax, Virginia. The firm has 7 employees and manages assets totaling $312.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Clarion Wealth Management Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12500 Fair Lakes Circle Suite 250
Fairfax, VA 22033

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Clarion Wealth Management Partners Brokerage Details

Total Assets Under Management

$312,446,459

VA Average: $1,835,309,194
Total Number of Employees

7

VA Average: 32
Total Number of Accounts

1,187

VA Average: 1,458
Average Account Size

$263,224

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Christian Polito Work History

2024 - Present (1 year)

Eversource Wealth Advisors, LLC

2021 - Present (4 years)

Clarion Wealth Management Partners

2021 - 2024 (3 years)

Commonwealth Financial Network

2021 - 2021 (< 1 year)

Spire Investment Partners

2015 - 2021 (6 years)

Keel Point Capital, LLC

2015 - 2021 (6 years)

Keel Point, LLC

2014 - 2015 (1 year)

Purshe Kaplan Sterling Investments

2014 - 2015 (1 year)

Mcadam, LLC

Disclosures

Please visit the SEC profile of Christian Polito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Clarion Wealth Management Partners

Kelly Conner Haslbeck
Fairfax, VA
Christian Polito
Fairfax, VA
Nicholas Hart
Fairfax, VA
David Young
Fairfax, VA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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