Alexandra Elizabeth Goldston
Investment adviser representative at Marotta Wealth Management, Inc.
19 yearsExperience
1 stateRegistered in
$686MFirm assets
22 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Marotta Wealth Management, Inc.May 2024 to now
- DoordashJan 2025 to May 2025
- Virginia Polytechnic InstituteAug 2024 to Dec 2024
- Wealth Enhancement GroupMay 2024 to Aug 2024
- Crosspoint Wealth PartnersJul 2023 to May 2024
- Westin Hotels and ResortsJun 2022 to Jul 2023
- Chef By DesignMay 2022 to Aug 2024
- Tidewater Community CollegeAug 2021 to May 2022
- Ghent's CaregiversAug 2020 to Jun 2021
- Tidewater Community CollegeAug 2019 to Apr 2020
- Kirkland'sSep 2018 to Jul 2020
- Forrester Lake HomeschoolSep 2006 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Marotta Wealth Management, Inc.
Legal name: Marotta Asset Management, Inc.
$686MAssets managed
366Clients
9Advisers
22 yearsIn 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
- 7783075
- Firm CRD
- 115645