Unclaimed Profile

Theodore Wesley Brooks

NORDWAND ADVISORS, LLC·RADNOR, Pennsylvania

Series 7, Series 63, Series 87Clean record3 years registeredNORDWAND ADVISORS, LLC

150 N. RADNOR CHESTER RD, RADNOR, PA 19087CRD# 2860908Firm CRD# 322936

Profile Verification

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

Identity

Theodore Wesley Brooks · RADNOR, PA

Registration

CRD #2860908 · NORDWAND ADVISORS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

NORDWAND INVESTMENTS, LLC

Apr 2023 – present

NORDWAND ADVISORS

Nov 2022 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 87

Registration record

First registered · November 30, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORDWAND ADVISORS, LLC

CRD 322936 · SEC 801-126490

AUM

$3.5B

Regulatory assets under management

Employees

109 client accounts

Services offered by NORDWAND ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORDWAND ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Theodore Wesley Brooks offer?

Theodore Wesley Brooks specializes in Financial Planning, Investment Management. Contact their office in RADNOR, Pennsylvania for a consultation.

What are Theodore Wesley Brooks's credentials?

Theodore Wesley Brooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theodore Wesley Brooks located?

Theodore Wesley Brooks is based in RADNOR, Pennsylvania, working with NORDWAND ADVISORS, LLC. Their office serves clients in the RADNOR metropolitan area and surrounding communities.

How does Theodore Wesley Brooks charge for services?

Theodore Wesley Brooks's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORDWAND ADVISORS, LLC?

NORDWAND ADVISORS, LLC has approximately 7 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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