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Theodore Pearson

Charlotte, NC
Broker

Theodore Pearson is a registered investment advisor, based in Charlotte, NC.

Location

1030 Admiral Nelson Ct, Charlotte, NC, 28262

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History

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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Employment History
Current Registrations
Vanguard Marketing CorporationBroker
November 2025 - Present · 8 mos
Vanguard Advisers, INC.
November 2025 - Present · 8 mos
Vanguard Marketing Corporation
November 2025 - Present · 8 mos
Previous Registrations
Strategic Advisers LLC
May 2025 - September 2025 · 4 mos
Fidelity Brokerage Services LLCBroker
April 2025 - September 2025 · 5 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Theodore Pearson - Financial Advisor | TrueAdvisor