Dimitrios
Roumeliotis
Davenport & Company LLC
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About this Advisor
Dimitrios Roumeliotis is a financial advisor based in Norfolk, Virginia, working with Davenport & Company LLC. Dimitrios has previously held positions at Deutsche Bank Trust Company Am, Db Ag Filiale New York, Deutsche Bank Securities Inc, Georgetown University, Rbc Capital Markets, Anchorage Global, LLC, and Davenport & Company, LLC. Dimitrios has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Dimitrios is part of Davenport & Company LLC, which operates out of Norfolk, Virginia. The firm has 26 offices and 494 employees. The firm manages assets totaling $19.3 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, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Davenport & Company LLC includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Davenport & Company LLC Brokerage Details
$19,332,677,961
494
20,878
$925,983
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Dimitrios Roumeliotis Work History
Davenport & Company, LLC
Anchorage Global, LLC
Deutsche Bank Securities Inc
Db Ag Filiale New York
Deutsche Bank Trust Company Am
Deutsche Bank Trust Company Am
Rbc Capital Markets
Georgetown University
Disclosures
Please visit the SEC profile of Dimitrios Roumeliotis 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 Davenport & Company LLC
Richmond, VA
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Richmond, VA
Norfolk, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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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