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Theodore Rollin Crites

Composition Wealth, LLC

Los Angeles, CA

Clarksville, MD

CRD 7953836

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Employer firm

Composition Wealth, LLC CRD 143483

$9.47B regulatory AUM 184 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Composition Wealth, Llc

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-07-22
  • MD RA
    APPROVED
    Since 2024-07-22

Branch Locations

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

11810 Chapel Estates Dr., Clarksville, MD 21029 • 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
Miracle Mile Advisors, Llc Clarksville MD 02/2024 Present
Caplan Financial Group, Llc Clarksville MD 02/2023 02/2024
Manring & Farrell Columbus OH 03/2021 01/2023
Northstar Llc Columbus OH 09/2018 12/2019
Capital University Bexley OH 09/2014 06/2018
Silver Family Restaurants Columbus OH 12/2019 03/2021
  • 02/2024 → Present
    Miracle Mile Advisors, Llc
    Clarksville, MD
  • 02/2023 → 02/2024
    Caplan Financial Group, Llc
    Clarksville, MD
  • 03/2021 → 01/2023
    Manring & Farrell
    Columbus, OH
  • 09/2018 → 12/2019
    Northstar Llc
    Columbus, OH
  • 09/2014 → 06/2018
    Capital University
    Bexley, OH
  • 12/2019 → 03/2021
    Silver Family Restaurants
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-20
  • S65 Uniform Investment Adviser Law Examination
    2024-07-20
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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