AdFi
HP

Harry Pete Karageorge

Investment Adviser Representative at Steigerwald, Gordon & KOCH - Wealth Advisors

Leesburg, VACRD #3187310Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Harry Pete Karageorge is an investment adviser representative with Steigerwald, Gordon & KOCH - Wealth Advisors in Leesburg, VA, where they have been registered since 2017. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Wells Fargo Advisors Financial Network, LLC and Euclid Financial Group. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Virginia.

Office

893-a Harrison Street, S.e.
Leesburg, VA 20175

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/9/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 8/28/2006
Series 7
General Securities Representative Examination
Passed 6/19/2006
Series 55
Limited Representative-Equity Trader Exam
Passed 4/8/2000
Series 3
National Commodity Futures Examination
Passed 2/6/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Steigerwald, Gordon & KOCH - Wealth AdvisorsCurrent
1/9/2017 – Leesburg, VA
Wells Fargo Advisors Financial Network, LLC
3/31/2006 – 11/28/2011Falls Church, VA
Euclid Financial Group
10/30/2002 – 5/18/2006Oakton, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Steigerwald, Gordon & KOCH
    Oct 2016 – no end date reportedFalls Church, VA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Steigerwald, Gordon & KOCH - Wealth Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$600,000 (waivable)

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 management, including retirement planning, tax planning, business owner and executive planning, estate and charitable planning, risk management and insurance planning, and investment planning. Investment management includes in-house portfolio managers developing personalized portfolios with hand-selected stocks and bonds utilizing Bloomberg Terminals.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Financial PlanningInvestment ManagementRetirement PlanningTax PlanningBusiness Owner PlanningExecutive PlanningEstate PlanningCharitable PlanningRisk ManagementInsurance PlanningFee-only+5 more

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
1
Main office:
Leesburg, VA
SEC file number:
801-55694

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 8, 2026

View full firm profile

Other advisors at Steigerwald, Gordon & KOCH - Wealth Advisors

7 other advisors in the directory

View Steigerwald, Gordon & KOCH - Wealth Advisors firm profile

Similar advisors in Leesburg, VA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Harry Pete Karageorge 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched