Dorsey, Wright & Associates, LLC

Dorsey, Wright & Associates, LLC (CRD# 104925) is a financial advisory firm headquartered in Richmond, VA. They manage $578,896,877 in 824 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    579
    MILLION
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $702,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Dorsey, Wright & Associates, LLC
Showing 11 - 18 of 18 top financial advisors.
11
Sydney Siek
CRD#: 6018061
3300 W Leigh Street, Richmond, VA 23230

Sydney Siek (CRD# 6018061) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 11 years of experience in the finance industry.

12
James T. West
CRD#: 6848660
3300 W Leigh Street, Richmond, VA 23230

James West (CRD# 6848660) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has 1 year of experience in the finance industry.

13
Miles A. Clark
CRD#: 7610434
3300 W Leigh Street, Richmond, VA 23230

Miles Clark (CRD# 7610434) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has 1 year of experience in the finance industry.

14
Randall Dammers
CRD#: 5242351
3300 W Leigh Street, Richmond, VA 23230

Randall Dammers (CRD# 5242351) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 8 years of experience in the finance industry.

15
Will P. Gibson
CRD#: 7149600
3300 W Leigh Street, Richmond, VA 23230

Will Gibson (CRD# 7149600) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 4 years of experience in the finance industry.

16
Matthew J. Jerabeck
CRD#: 6469501
3300 W Leigh Street, Richmond, VA 23230

Matthew Jerabeck (CRD# 6469501) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 7 years of experience in the finance industry.

17
Michael D. Kaplan
CRD#: 5953575
151 West 42nd Street, New York, NY 10036

Michael Kaplan (CRD# 5953575) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in New York, NY and has over 11 years of experience in the finance industry.

18
Joseph C. Tuzzolo
CRD#: 7275381
3300 W Leigh Street, Richmond, VA 23230

Joseph Tuzzolo (CRD# 7275381) is an Investment Advisor Representative working at Dorsey, Wright & Associates, LLC in Richmond, VA and has over 3 years of experience in the finance industry.

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