Theodore Brooks (CRD# 2860908) is an Investment Advisor Representative working at Nordwand Advisors in Radnor, PA and has over 25 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nordwand Investments | Radnor, PA | Mar 2023 - Current | 1 |
| Nordwand Advisors | Radnor, PA | Nov 2022 - Current | 1 |
| Evgo | Bryn Mawr, PA | Jun 2021 - Aug 2022 | 1 |
| Centersquare Investment Management | Plymouth Metting, PA | Oct 2014 - May 2021 | 6 |
| Barclays Capital | Boston, MA | Sep 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
- PA
-
Total Assets Under Management3,493MILLIONS
-
Total Number of Accounts109ACCOUNTS
-
Average Account Value$32,042,491
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, LA, MA, NJ, NY, PA
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