Victoria Birks Styron
Birks Financial · Herndon, Virginia
Victoria Birks Styron is a fee-only financial advisor at Birks Financial in Herndon, Virginia. Birks Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Victoria →
Facts
| Firm | Birks Financial |
|---|---|
| Based in | Herndon, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $290.6M across 628 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7698993 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.birksfinancial.com |
How Victoria's firm compares
- Birks Financial's average account is about $463,000, from its Form ADV (assets managed divided by 628 accounts).
Request an introduction to Victoria
Tell Victoria a little about what you're looking for. Victoria isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Victoria
Is Victoria Birks Styron a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victoria holds no broker registration, and Birks Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victoria charge for financial advice?
Victoria's firm, Birks Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Victoria Birks Styron based?
Victoria Birks Styron is based in Herndon, Virginia.
Is Victoria Birks Styron registered with the SEC?
Yes. Victoria Birks Styron is registered as an investment adviser representative in VA (CRD 7698993), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birks Financial manage?
Birks Financial reports $290.6M across 628 accounts in assets under management.
How do I contact Victoria Birks Styron?
Through Victoria's website, www.birksfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.