Unclaimed Profile

Theodore James Doremus

PRESTON WEALTH ADVISORS, LLC.·RESTON, Virginia

SIE, Series 6, Series 63, Series 6524 years registeredPRESTON WEALTH ADVISORS, LLC.

1886 METRO CENTER DRIVE, RESTON, VA 20190CRD# 4269424Firm CRD# 165983

Profile Verification

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

Identity

Theodore James Doremus · RESTON, VA

Registration

CRD #4269424 · PRESTON WEALTH ADVISORS, LLC. · 24 years registered

Brand Profile

Not yet started

Career History

PRESTON WEALTH ADVISORS, LLC.

Apr 2014 – present

PRESTON WEALTH ADVISORS LLC

Dec 2012 – Apr 2014

ARLINGTON, VA

PRESTON WEALTH MANAGEMENT LLC

Jun 2012 – Dec 2012

WASHINGTON, DC

LARA, SHULL & MAY, LLC

Jan 2008 – Jun 2012

FALLS CHURCH, VA

LARA, SHULL & MAY, LTD.

Nov 2001 – Dec 2007

FALLS CHURCH, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · November 13, 2001

Years registered · 24

Disclosure History

2014Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PRESTON WEALTH ADVISORS, LLC.

CRD 165983 · SEC 801-81195

AUM

$215M

Regulatory assets under management

Employees

1,043 client accounts

Services offered by PRESTON WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRESTON WEALTH ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Theodore James Doremus offer?

Theodore James Doremus specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RESTON, Virginia for a consultation.

What are Theodore James Doremus's credentials?

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

Where is Theodore James Doremus located?

Theodore James Doremus is based in RESTON, Virginia, working with PRESTON WEALTH ADVISORS, LLC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Theodore James Doremus charge for services?

Theodore James Doremus's firm is compensated through percentage of aum, performance-based fees, other: subscription fees from advisory firms for market indicators. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRESTON WEALTH ADVISORS, LLC.?

PRESTON WEALTH ADVISORS, LLC. has approximately 6 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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