CST ADVISORY SERVICES, LLC
Firm details
- Headquarters
- RESTON, Virginia
- CRD number
- 170232
- Website
- cst-cpa.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1EMILY MAFFEY
Chief Operating OfficerCRD 4205564
Contacts
3 of 4KENDALL COLEMAN
PartnerCRD 6289322
JOSEPH ROMAGNOLI
Managing PartnerCRD 6289317
JOHN PERSIL
PartnerCRD 6289324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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