Theresa A Dollard
Investment adviser representative at Mutual Trust Asset Mgmt., Inc.
10 yearsExperience
1 stateRegistered in
$58.4MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mutual Trust Asset Mgmt., Inc.Aug 2026 to now
- Calton & Associates, Inc.Aug 2026 to now
- The Local Draught HouseJun 2023 to Oct 2023
- Raymond James Financial Services, Inc.Feb 2019 to Jul 2026
- Raymond James & Associates, IncOct 2016 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mutual Trust Asset Mgmt., Inc.
$58.4MAssets managed
120Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2335548
- Firm CRD
- 121364