Anastasia Taber has been an investment adviser representative at Taber Asset Management since May 2021, and is not listed among the firm’s executive officers or direct owners. Anastasia Taber holds a Bachelor of Arts in English with a minor in Chinese from Georgetown University.
Taber Asset Management L.L.C. is a firm with $110M under management, 102 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Anastasia Taber is Associate Advisor of TABER Asset Management and has been with the firm since April 2021. Before joining, she worked for a real estate investment trust, in property management, and in accounting at a global law firm in Washington, D.C. She is a co-host with Bill Taber of a personal finance podcast.
- – present · 5 yearsAlexandria, VA · Adviser representative · Firm CRD 115849
Professional designations
Listed by Taber Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Anastasia Taber is registered as an investment adviser representative in 2 states. Each was approved in May 2021.
- IowaSince 22 May 2021
- VirginiaSince 22 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anastasia Susan Taber
- CRD
- 7369690
- Firm
- Taber Asset Management · CRD 115849
- Office
- 2000 Duke Street, Suite 300, Alexandria, VA 22314
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- taberasset.com
Where does Anastasia Taber work?
Anastasia Taber is an investment adviser representative registered through Taber Asset Management L.L.C. since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Anastasia Taber a financial advisor?
Yes. Anastasia Taber has a current investment-adviser registration in Iowa and Virginia, through Taber Asset Management since May 2021.
How many years of experience does Anastasia Taber have?
Anastasia Taber has 5 years in the financial industry, since May 2021, across 1 adviser firm.
What exams has Anastasia Taber passed?
Anastasia Taber passed the Series 65 in April 2021.
Where is Anastasia Taber based?
Anastasia Taber’s registered office is in Alexandria, VA.
Is Anastasia Taber registered with FINRA?
No. Anastasia Taber has no current broker registration.
Is Anastasia Taber a CFP?
Taber Asset Management lists Anastasia Taber with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Anastasia Taber’s record?
Search CRD 7369690 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anastasia Taber’s full registration record.