Caitlin Somerset Borland
Investment adviser representative at Aria Wealth Partners
17 yearsExperience
1 stateRegistered in
$112.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Aria Wealth Partners, LLCJan 2025 to now
- Truist Advisory Services, IncSep 2021 to Jan 2025
- Truist Investment Services, Inc.Sep 2021 to Jan 2025
- UnemployedMay 2018 to Sep 2021
- JP Morgan Securities Inc.Aug 2009 to Jun 2018
- JP Morgan Clearing Corp.Aug 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Aria Wealth Partners
Legal name: Aria Wealth Partners, LLC
$112.3MAssets managed
89Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5710459
- Firm CRD
- 334270