Alexandra Goldston has been an investment adviser representative at Marotta Asset Management since August 2025, and is not listed among the firm’s executive officers or direct owners.
Marotta Asset Management, Inc. is a Charlottesville, VA firm with $686M under management, 366 clients and 12 advisers in one office, as of its October 2026 filing.
- – present · 1 yearCharlottesville, VA · Adviser representative · Firm CRD 115645
Investment adviser representative registrations
Alexandra Goldston is registered as an investment adviser representative in Virginia, since August 2025.
- VirginiaSince 19 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alexandra Elizabeth Goldston
- CRD
- 7783075
- Firm
- Marotta Asset Management · CRD 115645
- Office
- 1000 EDNAM CENTER, SUITE 200, Charlottesville, VA 22903-4615
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexandra Goldston work?
Alexandra Goldston is an investment adviser representative registered through Marotta Asset Management, Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Alexandra Goldston a financial advisor?
Yes. Alexandra Goldston has a current investment-adviser registration in Virginia, through Marotta Asset Management since August 2025.
How many years of experience does Alexandra Goldston have?
Alexandra Goldston has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Alexandra Goldston passed?
Alexandra Goldston passed the Series 65 in August 2025.
Where is Alexandra Goldston based?
Alexandra Goldston’s registered office is in Charlottesville, VA.
Is Alexandra Goldston registered with FINRA?
No. Alexandra Goldston has no current broker registration.
How can I verify Alexandra Goldston’s record?
Search CRD 7783075 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexandra Goldston’s full registration record.
