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Paladin Research Report For:

Darren Colananni

Allegia Wealth Management

CFP®ChFC®CPWA®CIMA®
136 Creekside Lane
Unit 4
Winchester, VA 20147
540-546-7101

About Darren Colananni

Everybody focuses on investment performance&.very few focus on the other areas of Financial Planning that have a much bigger impact on your long term success.

For Darren, the embodiment of this philosophy allows his clients to understand the complexities of their Financial Plan and avoid hidden dangers that they might not be aware of.

Among his many credentials, Darren is a Certified Financial Planner (CFP®) professional, Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®).

Prior to joining Allegia Wealth, Darren worked at Centurion Wealth, Morgan Stanley, and Merrill Lynch..

Since joining Allegia Wealth, Darren closely strategizes with his clients and their families on their full Financial Plan, not just their investments.

This has led to a more thorough Financial Plan that educates and empowers individuals to make smart financial decisions. By arming his clients with this information, it sheds light on potential financial landmines and helps guide them to a more successful financial lifestyle.

Darren has been featured in Forbes, Yahoo Finance, MSN, AOL, U.S. News, and a host of other publications on the topics of Personal Finance, Financial Planning, and Retirement Planning.

See Disclosures

General Information

Firm Start Year
  • 1926
automated call
  • Yes
CRD#
  • 5744258
Firm CRD#
  • 6413
Years of Experience in Financial Services
  • 15
Number of Years with Current Firm
  • 1
Work with the following types of clients
  • Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
  • Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, 401K Rollovers

Compliance

Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, ChFC®, CPWA®, CIMA®

Firm Information

Advisor's Number of Clients
  • 80
Total Assets Under Management by Advisor
  • $200,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Based on Assets

Disclosures

p>PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf