Theodore Bulik-Hocum is a registered investment advisor, based in Stamford, CT, with 10 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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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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Theodore works as a trainer for 1st Phorm, focusing on health and nutrition topics. This activity, which is not investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
July 2024 - Present · 1 yr 10 mos
Steward Partners Investment Advisory, LLC
July 2024 - Present · 1 yr 10 mos
Steward Partners Investment Solutions, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors
August 2017 - August 2024 · 7 yrs
Wells Fargo Clearing Services, LLCBroker
October 2015 - August 2024 · 8 yrs 10 mos
State Registrations44 states
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Exams
No exam information available for this advisor.