CST ADVISORY SERVICES, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
RESTON, Virginia
CRD number
170232
Fee structure
Other

Firm profile

FINTRX

Overview

CST Advisory Services, LLC is organized as a limited liability company and is identified primarily with accounting services rather than an active asset-management practice. The firm is owned by an individual and is classified as unclassified in the available registry data. Its stated business activity is "Accountant," and its fee structure is listed as "Other," which, together with the accounting focus, suggests the firm offers advisory or consulting services tied to tax, bookkeeping, or financial reporting rather than traditional discretionary portfolio management. Registry flags show CST Advisory Services, LLC is not a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. The firm is not listed as a related adviser and is not newly formed per the data provided. The SEC registration year is not recorded in the available summary. Taken together, the profile reads more like an accounting/practice-oriented entity that has elected to register in an advisory capacity or provide limited fiduciary or consulting services rather than a firm organized to manage client investment portfolios at scale.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • EMILY MAFFEY

    Chief Operating OfficerCRD 4205564

Contacts

3 of 4
  • KENDALL COLEMAN

    PartnerCRD 6289322

  • JOSEPH ROMAGNOLI

    Managing PartnerCRD 6289317

  • JOHN PERSIL

    PartnerCRD 6289324

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RESTON, VA

FAIRFAX

Location

RESTON, VA

Headquartered in RESTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
10740 Parkridge Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth