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Sheena Effendi

Investment Adviser Representative at FIDUCIENT ADVISORS LLC

Mclean, VACRD #4450630Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Virginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/26/2001
SIE
Securities Industry Essentials Examination
Passed 3/1/2016
Series 7
General Securities Representative Examination
Passed 11/28/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Fiducient Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FIDUCIENT ADVISORS LLCCurrent
3/22/2018Mclean, VA
ORION INVESTMENT ADVISORS, LLC
10/25/20163/28/2018Mclean, VA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
9/16/20053/1/2016Mclean, VA
WACHOVIA SECURITIES, LLC
4/21/20059/16/2005Mclean, VA
TD WATERHOUSE INVESTOR SERVICES, INC.
6/18/20035/13/2004Bethesda, MD
AMERICAN EXPRESS FINANCIAL ADVISORS, INC.
1/11/20025/28/2003Vienna, VA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Sheena Effendi 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.

Sheena Effendi - Financial Advisor in Mclean, VA | AdvisorFinder