Investment adviser representative · Nordwand Advisors
Theodore W. Brooks III
CRD 2860908 · Radnor, PA
At a glance
Theodore W. Brooks III is an investment adviser representative with Nordwand Advisors in Radnor, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Theodore’s SEC record dates to 2022, about 3 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firms
- Nordwand AdvisorsSince November 2022Radnor, PA · $4.0B in regulatory assets
- Nordwand Investments, LLCSince April 2023Radnor, PA · $45M in regulatory assets
SEC adviser record
- Registered since
- 2022 (3 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Theodore’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
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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.