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Dennis William Voigt

DWV ADVISORS, LLC·ESSEX JUNCTION, Vermont
Series 65Clean record15 years registeredDWV ADVISORS, LLC
76 PEARL ST, ESSEX JUNCTION, VT 05452CRD# 5813766Firm CRD# 154148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis William Voigt · ESSEX JUNCTION, VT
Registration
CRD #5813766 · DWV ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

DWV ADVISORS, LLC
Aug 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 30, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DWV ADVISORS, LLC
CRD 154148 · SEC 801-76788
AUM
$106M
Regulatory assets under management
Employees
1
42 client accounts
Services offered by DWV ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DWV ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Dennis William Voigt offer?
Dennis William Voigt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ESSEX JUNCTION, Vermont for a consultation.
What are Dennis William Voigt's credentials?
Dennis William Voigt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis William Voigt located?
Dennis William Voigt is based in ESSEX JUNCTION, Vermont, working with DWV ADVISORS, LLC. Their office serves clients in the ESSEX JUNCTION metropolitan area and surrounding communities.
How does Dennis William Voigt charge for services?
Dennis William Voigt's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DWV ADVISORS, LLC?
DWV ADVISORS, LLC has approximately 1 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DWV ADVISORS, LLC

Graham Voigt
SOUTH BURLINGTON, VT

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