Theodore DoremusCRD Number: 4269424
Current Firm: Preston Wealth Advisors, LLC
Theodore Doremus (CRD# 4269424) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 22 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Preston Wealth Advisors LLC||Reston, VA||Oct 2012 - Current||10|
|Manna Capital Management||Reston, VA||Aug 2012 - Dec 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2000|
|S65||NASAA Investment Advisors Law Examination||Oct 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management193MILLIONS
Total Number of Accounts972ACCOUNTS
Average Account Value$198,256
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Market timing services
- Educational seminars/workshops
CA, DC, FL, LA, MD, MI, NC, NY, OH, PA, SC, TX, VA
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