Dorothy Mannix, financial advisor Virginia Beach VA

Dorothy Mannix

CRD Number: 1236184
Current Firm: Gratus Wealth Advisors LLC

Dorothy Mannix (CRD# 1236184) is an Investment Advisor Representative working at Gratus Wealth Advisors LLC in Virginia Beach, VA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Pks Investments Albany, NY Feb 2024 - Current < 1
Gratus Wealth Advisors LLC Virginia Beach, VA Jan 2024 - Current < 1
Cavalier Wealth Partners Virginia Beach, VA Nov 2021 - Current 2
Newedge Securities, Inc. Pittsburgh, PA Nov 2021 - Jan 2024 2
Newedge Advisors, LLC New Orleans, LA Nov 2021 - Jan 2024 2
Truist Advisory Services, Inc. Virginia Beach, VA Mar 2021 - Nov 2021 < 1
Truist Investment Services, Inc. Virginia Beach, VA Feb 2021 - Nov 2021 < 1
Bb&t Securities, LLC Virginia Beach, VA Jan 2013 - Feb 2021 8
Scott & Stringfellow, Inc. Virginia Beach, VA Jan 2008 - Feb 2021 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Dorothy P. Mannix
Phone Number: 757-909-5505
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    624
    MILLIONS
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $1,629,243
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, NC, NH, TN, TX, VA

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