Caitlin Somerset Borland
Investment Adviser Representative at ARIA Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Caitlin Somerset Borland is an investment adviser representative with ARIA Wealth Partners in Charlottesville, VA, where they have been registered since 2025. They have worked in the securities industry since 2013 and were previously registered with Truist Advisory Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JP Morgan Securities Inc.Aug 2009 – Jun 2018New York, NY
- JP Morgan Clearing Corp.Aug 2009 – Nov 2016New York, NY
- Truist Investment Services, Inc.Sep 2021 – Jan 2025Charlottesville, VA
- UnemployedMay 2018 – Sep 2021Charlottesville, VA
- Truist Advisory Services, IncSep 2021 – Jan 2025Charlottesville, VA
- ARIA Wealth Partners, LLCJan 2025 – no end date reportedCharlottesville, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ARIA Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning and investment advisory services, including guidance on financial decisions, portfolio management, and access to an open architecture of investments including no-load mutual funds, loaded mutual funds purchased at NAV, institutional money managers, stocks, bonds, UITs, and ETFs.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charlottesville, VA
- SEC file number:
- 801-131770
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 6, 2026
View full firm profileOther advisors at ARIA Wealth Partners
1 other advisor in the directory
View ARIA Wealth Partners firm profileSimilar advisors in Charlottesville, VA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Caitlin Somerset Borland has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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