Douglas Bielefeld is a registered investment advisor, based in Dallas, TX, with 41 years of industry experience.
Location
10670 N Central Expressway, Suite 505, Dallas, TX, 75231
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Douglas is a Managing Director at Synergy Wealth Advisors, LLC, and an owner of Updog Investments, LLC, both support companies. He dedicates minimal time to each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2017 - Present · 8 yrs 5 mos
Raymond James Financial Services Advisors, INC
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2006 - December 2017 · 11 yrs 5 mos
Wells Fargo Clearing Services, LLC
July 2006 - December 2017 · 11 yrs 5 mos
Morgan Stanley
June 1995 - July 2006 · 11 yrs 1 mo
Morgan Stanley Dw INC.Broker
June 1995 - July 2006 · 11 yrs 1 mo
Bear, Stearns & CO. INC.Broker
June 1992 - June 1995 · 3 yrs
Rauscher Pierce Refsnes, INC.Broker
March 1986 - June 1992 · 6 yrs 3 mos
Bondy-Bales Securities, INC.Broker
November 1983 - September 1985 · 1 yr 10 mos
State Registrations4 states
AZOKTXUT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.