Unclaimed Profile

David Tanner Rhodes

EASTPORT ADVISORS, LLC·ANNAPOLIS, Maryland

Series 7, Series 63, Series 66Clean record21 years registeredEASTPORT ADVISORS, LLC

1204 BRITANNIA LANE, ANNAPOLIS, MD 21403CRD# 2465871Firm CRD# 168251

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Tanner Rhodes · ANNAPOLIS, MD

Registration

CRD #2465871 · EASTPORT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EASTPORT ADVISORS, LLC

BUTTONWOOD FINANCIAL ADVISORS, INC.

Apr 2022 – Sep 2022

Annapolis, MD

EASTPORT ADVISORS, LLC

Feb 2022 – Apr 2022

Annapolis, MD

EASTPORT ADVISORS, LLC

Nov 2013 – Dec 2021

ANNAPOLIS, MD

WELLS FARGO ADVISORS, LLC

Jan 2008 – Oct 2013

ANNAPOLIS, MD

A. G. EDWARDS & SONS, INC.

Apr 2005 – Jan 2008

ANNAPOLIS, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · April 14, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EASTPORT ADVISORS, LLC

CRD 168251 · SEC 801-78335

AUM

$36M

Regulatory assets under management

Employees

55 client accounts

Services offered by EASTPORT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EASTPORT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Tanner Rhodes offer?

David Tanner Rhodes specializes in Investment Management, Fee-Only Advisory.

What are David Tanner Rhodes's credentials?

David Tanner Rhodes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Tanner Rhodes located?

David Tanner Rhodes is based in ANNAPOLIS, Maryland, last registered with EASTPORT ADVISORS, LLC.

How does David Tanner Rhodes charge for services?

David Tanner Rhodes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EASTPORT ADVISORS, LLC?

EASTPORT ADVISORS, LLC has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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