PIEDMONT INVESTMENT ADVISORS

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Piedmont Investment Advisors, LLC, located in Lansdowne (Leesburg) Virginia, is a registered investment adviser under the Investment Advisers Act of 1940. When Bill Militello, a graduate of the U.S. Naval Academy, founded Piedmont Investment Advisors in 2003, he set out to create not just another financial advisor or boutique investment firm, but rather to create a new โ€œcategoryโ€ in financial services. His view is that the delivery of investment advice by financial advisors was ripe for innovation, and it has been Militelloโ€™s vision to challenge the conventional model. He believes that asset allocation should not be constrained to publicly traded stocks and bonds, and that the relationship between the client and the financial advisor should be free of conflicts.

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PIEDMONT INVESTMENT ADVISORS

Founded:
2003-01-01

Status:
Active

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Current Employees Featured

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Amanda Dawson
Amanda Dawson Director of Operations @ Piedmont Investment Advisors
Director of Operations

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Malay Shah
Malay Shah Partner @ Piedmont Investment Advisors
Partner

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Adrienne D. McGrath
Adrienne D. McGrath Operations Manager @ Piedmont Investment Advisors
Operations Manager

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Mark Mensack
Mark Mensack Managing Director @ Piedmont Investment Advisors
Managing Director

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William J. Militello
William J. Militello CIMA @ Piedmont Investment Advisors
CIMA

Investments List

Date Company Article Money raised
2013-01-09 BrightContext Piedmont Investment Advisors investment in Venture Round - BrightContext N/A
2012-11-28 Veenome Piedmont Investment Advisors investment in Seed Round - Veenome 600 K USD
2012-09-18 Venga Piedmont Investment Advisors investment in Venture Round - Venga N/A
2012-08-06 Lemur IMS Piedmont Investment Advisors investment in Venture Round - Lemur IMS 893 K USD
2012-06-27 SocialToaster, Inc. Piedmont Investment Advisors investment in Series A - SocialToaster, Inc. 2.28 M USD

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