Theodore James Doremus
Investment adviser representative at Preston Wealth Advisors, LLC.
14 yearsExperience
7 statesRegistered in
$286MFirm assets
11 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 assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
14 years in the industry.
- Preston Wealth Advisors, LLC.Oct 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 7 states (DC, FL, LA, MD, PA, TX, VA).
Preston Wealth Advisors, LLC.
$286MAssets managed
394Clients
5Advisers
11 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
- 4269424
- Firm CRD
- 165983