Investment adviser representative · Tritonpoint Wealth, LLC
Pierre M. De La Croix-Vaubois
CRD 8183052 · Chevy Chase, MD
At a glance
Pierre M. De La Croix-Vaubois is an investment adviser representative with Tritonpoint Wealth, LLC in Chevy Chase, MD, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firms
- Tritonpoint Wealth, LLCSince October 2025Chevy Chase, MD · $1.5B in regulatory assets
- Tritonpoint Capital, LLCSince May 2026Chevy Chase, MD · $250M in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Pierre’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- Jonathan B. RosnerChevy Chase
- Howard S. RothmanChevy Chase
- Jake J. SchoenfeldChevy Chase
- William A. Sterling Jr.Chevy Chase
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