Theodore Charles York
Investment adviser representative at Argonautica Private Wealth Management, Inc
13 yearsExperience
2 statesRegistered in
$532.9MFirm assets
4 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
13 years in the industry.
- Argonautica Private Wealth Management, Inc.Jan 2022 to now
- Wells Fargo Advisors Financial Network, LLCJun 2018 to Jan 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2018
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Argonautica Private Wealth Management, Inc
$532.9MAssets managed
121Clients
5Advisers
4 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
- 2655192
- Firm CRD
- 316736