Unclaimed Profile

Dock David Treece

TREECE INVESTMENT ADVISORY CORP·TOLEDO, Ohio

SIE, Series 7, Series 24, Series 27, Series 66Clean record18 years registeredTREECE INVESTMENT ADVISORY CORP

6800 W. CENTRAL AVENUE, TOLEDO, OH 43617CRD# 5149214Firm CRD# 110449

Profile Verification

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

Identity

Dock David Treece · TOLEDO, OH

Registration

CRD #5149214 · TREECE INVESTMENT ADVISORY CORP · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TREECE INVESTMENT ADVISORY CORP

MCDONALD PARTNERS LLC

Apr 2016 – Apr 2017

MAUMEE, OH

TREECE INVESTMENT ADVISORY CORP

Jul 2008 – Apr 2016

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 66

Registration record

First registered · July 15, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TREECE INVESTMENT ADVISORY CORP

CRD 110449 · SEC 801-66712

AUM

$45M

Regulatory assets under management

Employees

558 client accounts

Services offered by TREECE INVESTMENT ADVISORY CORP

Per Form ADV

Portfolio management (individuals)

Other advisory services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TREECE INVESTMENT ADVISORY CORP →

Introduction

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Frequently Asked Questions

What services does Dock David Treece offer?

Dock David Treece specializes in Investment Management, Fee-Only Advisory.

What are Dock David Treece's credentials?

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

Where is Dock David Treece located?

Dock David Treece is based in TOLEDO, Ohio, last registered with TREECE INVESTMENT ADVISORY CORP.

How does Dock David Treece charge for services?

Dock David Treece'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 TREECE INVESTMENT ADVISORY CORP?

TREECE INVESTMENT ADVISORY CORP has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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