David L Vladimirou
Investment adviser representative at Dakota Wealth, LLC
10 yearsExperience
1 stateRegistered in
$6.9BFirm assets
8 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Dakota Wealth, LLCMay 2026 to now
- Strategic Advisers LLCMar 2025 to Apr 2026
- Fidelity Personal and Workplace Advisors LLCJul 2018 to Mar 2025
- Fidelity Brokerage Services, LLCJul 2016 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 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
- 2494238
- Firm CRD
- 297987