Unclaimed Profile

Graham Voigt

VOIGT CAPITAL MANAGEMENT, LLC·SOUTH BURLINGTON, Vermont

SIE, Series 3, Series 7TO, Series 63, Series 65Clean record12 years registeredVOIGT CAPITAL MANAGEMENT, LLC

265 AVIATION AVENUE, SOUTH BURLINGTON, VT 05403CRD# 6310689Firm CRD# 154148

Profile Verification

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

Identity

Graham Voigt · SOUTH BURLINGTON, VT

Registration

CRD #6310689 · VOIGT CAPITAL MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

EQUITABLE ADVISORS, LLC

Mar 2024 – present

W.H. CORNERSTONE INVESTMENTS INC.

May 2022 – Aug 2023

Essex Junction, VT

BASCOMB MADISON & JAMES CAPITAL MANAGEMENT

Mar 2014 – Apr 2022

SOUTH BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7TO

Series 63

Series 65

Registration record

First registered · March 17, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DWV ADVISORS, LLC

CRD 154148 · SEC 801-76788

AUM

$106M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Graham Voigt offer?

Graham Voigt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.

What are Graham Voigt's credentials?

Graham Voigt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Graham Voigt located?

Graham Voigt is based in SOUTH BURLINGTON, Vermont, working with VOIGT CAPITAL MANAGEMENT, LLC. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.

How does Graham Voigt charge for services?

Graham 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 VOIGT CAPITAL MANAGEMENT, LLC?

VOIGT CAPITAL MANAGEMENT, 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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