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Theodore Wesley Brooks

Nordwand Investments, LLC

Radnor, PA

Nordwand Advisors

Radnor, PA

CRD 2860908

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Employer firm

Nordwand Investments, LLC CRD 323829

$44.7M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Nordwand Investments, Llc

150 N. Radnor Chester Rd Suite A270, Radnor, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-04-06
  • PA RA
    APPROVED
    Since 2023-04-06

Branch Locations

150 N. Radnor Chester Rd Suite A270, Radnor, PA 19087 • United States

Nordwand Advisors

150 N. Radnor Chester Rd Suite A270, Radnor, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-11-30
  • PA RA
    APPROVED
    Since 2022-11-30

Branch Locations

150 N. Radnor Chester Rd Suite A270, Radnor, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Centersquare Investment Management Plymouth Metting PA 10/2014 05/2021
Evgo Bryn Mawr PA 06/2021 08/2022
Nordwand Advisors Radnor PA 11/2022 Present
Nordwand Investments Radnor PA 03/2023 Present
  • 10/2014 → 05/2021
    Centersquare Investment Management
    Plymouth Metting, PA
  • 06/2021 → 08/2022
    Evgo
    Bryn Mawr, PA
  • 11/2022 → Present
    Nordwand Advisors
    Radnor, PA
  • 03/2023 → Present
    Nordwand Investments
    Radnor, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-04
  • S63 Uniform Securities Agent State Law Examination
    1998-05-04
Designations
  • Chartered Financial Analyst
Other Names
  • Theodore Wesley Brooks
  • Theodore Wesley Brooks
  • Theodore Wesley Brooks
  • Theodore Wesley Brooks
  • Theodore W Brooks
  • Theodore W Brooks

View on SEC IAPD

Nearby Firms

MCADAM LLC
ALTERRA IOS MANAGER, LLC
LINCOLN FINANCIAL INVESTMENTS CORPORATION

Nearby Investors

GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG

Nearby Offices

MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA
LINCOLN FINANCIAL INVESTMENTS CORPORATION · RADNOR, PA

More in Radnor, PA

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