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Dimitrios Papatheoharis

ONE POINT NINE MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania
SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 57TO, Series 63, Series 79TOCFAClean recordONE POINT NINE MANAGEMENT, LLC
1921 WALNUT ST, PHILADELPHIA, PA 19103-4650CRD# 5542467Firm CRD# 309145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dimitrios Papatheoharis · PHILADELPHIA, PA
Registration
CRD #5542467 · ONE POINT NINE MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 52TO
Series 53
Series 57TO
Series 63
Series 79TO
Registration record
Professional designation · CFA
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ONE POINT NINE MANAGEMENT, LLC
CRD 309145 · SEC 801-118890
Employees
7
Total firm employees
Services offered by ONE POINT NINE MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ONE POINT NINE MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Dimitrios Papatheoharis offer?
Dimitrios Papatheoharis specializes in Retirement Planning, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Dimitrios Papatheoharis's credentials?
Dimitrios Papatheoharis holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Dimitrios Papatheoharis located?
Dimitrios Papatheoharis is based in PHILADELPHIA, Pennsylvania, working with ONE POINT NINE MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Dimitrios Papatheoharis charge for services?
Dimitrios Papatheoharis'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 ONE POINT NINE MANAGEMENT, LLC?
ONE POINT NINE MANAGEMENT, LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.
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