Tatiana
Dadykina

Wealthspire Advisors

CRD#6559289
Investment Advisor
in Annapolis, MD

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About this Advisor

Tatiana Dadykina is a financial advisor based in Annapolis, Maryland, working with Wealthspire Advisors. Tatiana has previously held positions at Gene Dvorkin Insurance Agency, Axa Advisors LLC, and Wealthspire Advisors. Tatiana has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maryland. Currently, Tatiana is part of Wealthspire Advisors, which operates out of Annapolis, Maryland. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

900 Bestgate Road Suite 200
Annapolis, MD 21401

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Wealthspire Advisors Brokerage Details

Total Assets Under Management

$18,872,379,313

MD Average: $7,464,549,021
Total Number of Employees

259

MD Average: 88
Total Number of Accounts

7,156

MD Average: 3,892
Average Account Size

$2,637,281

MD Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Tatiana Dadykina Work History

2018 - Present (6 years)

Wealthspire Advisors

2015 - 2018 (3 years)

Axa Advisors LLC

2010 - 2015 (5 years)

Gene Dvorkin Insurance Agency

Disclosures

Please visit the SEC profile of Tatiana Dadykina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthspire Advisors

Matthew Kleiman
Delafield, WI
Jonathan Berhane
New York, NY
Raziel Hecht
Delafield, WI
Bryan Stretton
Reston, VA
Emily Platt
Potomac, MD
Samrat Singh
New York, NY
John Dobson
Delafield, WI
Stacey Rosenson
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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