Louis Dworsky (CRD# 1689624) is an Investment Advisor Representative working at Zermatt Wealth Partners in San Diego, CA and has over 36 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wfa Of San Diego LLC | San Diego, CA | Dec 2019 - Current | 4 |
| Zermatt Holdings, LLC | Charlotte, NC | Jan 2018 - Current | 6 |
| Zermatt Securities, Inc. | Charlotte, SC | Jan 2015 - Current | 9 |
| Zermatt Insurance Services | Charlotte, NC | Jan 2015 - Current | 9 |
| Maven Capital, LLC | Charlotte, NC | Oct 2018 - Jun 2022 | 3 |
| Hayden Royal, LLC | Charlotte, NC | Nov 2017 - Mar 2022 | 4 |
| Morse Capital Partners, LLC | Raleigh, NC | Nov 2017 - Dec 2021 | 4 |
| Zermatt Wealth Partners, LLC | Charlotte, NC | May 2013 - Aug 2020 | 7 |
| Thompson Davis & Company, Inc. | Richmond, VA | Aug 2014 - Oct 2017 | 3 |
| Gf Investment Services, LLC | Sarasota, FL | Aug 2013 - Aug 2014 | 1 |
| Platinum Wealth Partners | Tampa, FL | Jul 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1992 |
- CA
- NC
- OH
- TX
-
Total Assets Under Management150MILLIONS
-
Total Number of Accounts581ACCOUNTS
-
Average Account Value$258,162
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, NC, OH, SC, TX, VA
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