Theodore Dulchinos
Theodore Dulchinos is a registered investment advisor at Secondmarket Financial, LLC, based in New York, NY, with 3 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SecondMarket Financial advises private funds, not individual investors. They do not directly manage investments for individual clients. Instead, they advise the funds on whether to invest in a particular private company, when to sell those investments, and how to vote on company matters.
Location
3 E 28th Street, 7th Floor, New York, NY, 10016
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Secondmarket Financial, LLC
Npm Securities, LLCBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.