Cierra Telleen has been an investment adviser representative at Pactolus Private Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners.
Pactolus Private Wealth Management LLC is a Vienna, VA firm with $188M under management, 307 clients and 2 advisers in one office, as of its September 2026 filing.
Investment adviser representative registrations
Cierra Telleen is registered as an investment adviser representative in Virginia, since February 2026.
- VirginiaSince 24 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 27 June 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2026 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cierra Michelle Telleen
- CRD
- 8229916
- Firm
- Pactolus Private Wealth Management · CRD 155195
- Office
- 8614 WESTWOOD CENTER DRIVE, SUITE 620, Vienna, VA 22182
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Cierra Telleen work?
Cierra Telleen is an investment adviser representative registered through Pactolus Private Wealth Management LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Cierra Telleen a financial advisor?
Yes. Cierra Telleen has a current investment-adviser registration in Virginia, through Pactolus Private Wealth Management since February 2026.
How many years of experience does Cierra Telleen have?
Cierra Telleen has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Cierra Telleen passed?
Cierra Telleen has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in January 2026.
Where is Cierra Telleen based?
Cierra Telleen’s registered office is in Vienna, VA.
Is Cierra Telleen registered with FINRA?
No. Cierra Telleen has no current broker registration.
How can I verify Cierra Telleen’s record?
Search CRD 8229916 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cierra Telleen’s full registration record.
Alan HarterChief Executive Officer- Gery SadzewiczChief Compliance Officer