Profil
Mr. Theodore J.
Doremus is a Chief Executive Officer, Chief Compliance Officer & Portfolio Manager at Preston Wealth Advisors LLC.
He Co-founded Preston Wealth Advisors in 2012 with the vision and leadership to help high net worth individuals manage, grow and protect their assets.
He has over 25 years experience in the financial industry.
Prior to forming Preston Wealth Advisors, he served as a wealth advisor at Lara, Shull & May, LLC, a Virginia based investment firm, where Alliance Capital named him an elite advisor for outstanding achievement in financial services in multiple years, and was featured in Rep Magazine as an advisor of choice to high net worth individuals.
He received his B.S.
in Political Science from Hampden-Sydney College.
Postes actifs de TJ Doremus
| Sociétés | Poste | Début |
|---|---|---|
Preston Wealth Advisors LLC
 Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. | Directeur Général | 16/10/2012 |
Anciens postes connus de TJ Doremus
| Sociétés | Poste | Fin |
|---|---|---|
Lara, May & Associates LLC
 Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Corporate Officer/Principal | - |
Formation de TJ Doremus
| Hampden-Sydney College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Lara, May & Associates LLC
Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Finance |
Preston Wealth Advisors LLC
Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. | Finance |
