Caitlin Borland has been Principal/CCO of Aria Wealth Partners since December 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Aria Wealth Partners, LLC is a Charlottesville, VA firm with $112M under management, 89 clients and 2 advisers in one office, as of its March 2026 filing.
Caitlin Borland is a Co-Founder and Managing Partner at Aria Wealth Partners, with over 14 years in financial services. Before co-founding the firm, she was Vice President and Wealth Advisor at Truist. Prior to Truist, she spent a decade at J.P. Morgan in New York City, in Equity Finance roles advising hedge fund clients.
Caitlin Borland’s longest registration was 3 years at Truist Advisory Services, Inc. (2022–2025). Before joining Aria Wealth Partners in 2025, Caitlin Borland was registered through Truist Advisory Services, Inc.
- Aria Wealth PartnersCurrent– present · 1 yearCharlottesville, VA · Adviser representative · Firm CRD 334270
- Truist Advisory Services, Inc.– · 3 yearsCharlottesville, VA · Adviser representative · Firm CRD 283390
Investment adviser representative registrations
Caitlin Borland is registered as an investment adviser representative in Virginia, since January 2025.
- VirginiaSince 22 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 November 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 October 2009 |
| Series 7 | General Securities Representative Examination | 13 October 2009 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Caitlin Somerset Borland
- CRD
- 5710459
- Firm
- Aria Wealth Partners · CRD 334270
- Role
- Principal/CCO
- Office
- 505 FAULCONER DRIVE, SUITE 2A, Charlottesville, VA 22903
- Registration
- Investment adviser registration
- In the industry since
- May 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ariawealthpartners.com
Where does Caitlin Borland work?
Caitlin Borland has been Principal/CCO of Aria Wealth Partners, LLC since December 2024, and is a control person of the firm.
Is Caitlin Borland a financial advisor?
Yes. Caitlin Borland has a current investment-adviser registration in Virginia, through Aria Wealth Partners since January 2025.
How many years of experience does Caitlin Borland have?
Caitlin Borland has 13 years in the financial industry, since May 2013, across 2 adviser firms.
What exams has Caitlin Borland passed?
Caitlin Borland has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in October 2009. FINRA credited Caitlin Borland with the SIE, which began in October 2018.
Where is Caitlin Borland based?
Caitlin Borland’s registered office is in Charlottesville, VA.
Is Caitlin Borland registered with FINRA?
No. Caitlin Borland has no current broker registration.
How can I verify Caitlin Borland’s record?
Search CRD 5710459 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caitlin Borland’s full registration record.
