Dimitri Triantafyllides, financial advisor Charlotte NC

Dimitri Triantafyllides

CRD Number: 1977283
Current Firm: Forest Capital Operating Company LLC

Dimitri Triantafyllides (CRD# 1977283) is an Investment Advisor Representative working at Forest Capital Operating Company LLC in Charlotte, NC and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Forest Capital Operating Company LLC Charlotte, NC Jun 2023 - Current < 1
Sixty Guilders Management, LLC Charlotte, NC Oct 2007 - Current 16
Brc Wealth Management Llc Dba Forest Capital Charlotte, NC Feb 2020 - May 2023 3
Forest Capital Charlotte, NC Feb 2009 - Jun 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
Contact Info for Dimitri Triantafyllides
Phone Number: 704.533.9876
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $536,506
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MO, NC

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