Theodore N. Hellmuth

BOYD WATTERSON ASSET MANAGEMENT

CLEVELAND, OH 44114

Some features on this profile are disabled

CRD#: 1201516

Professional summary

Theodore Noel Hellmuth, who also goes by Ted Noel Hellmuth, is a registered financial advisor currently at BOYD WATTERSON ASSET MANAGEMENT, LLC located in Cleveland, Ohio.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Theodore has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted Noel Hellmuth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Noel Hellmuth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 4, 2002 - Present

BOYD WATTERSON ASSET MANAGEMENT, LLC

Office #1: 1301 East Ninth Street Suite 2900, Cleveland, OH 44114

RIA

CRD#: 107808

CLEVELAND, OH

Past

November 25, 1991 - February 1, 2001

CARNEGIE FUND DISTRIBUTORS, INC.

CRD#: 10276

CLEVELAND, OH

Past

October 20, 1983 - August 31, 1992

ROULSTON RESEARCH CORP.

CRD#: 3235

CLEVELAND, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOYD WATTERSON ASSET MANAGEMENT, LLC

BOYD WATTERSON ASSET MANAGEMENT LLC | THE NEW ENGLAND GROUP OF BOYD WATTERSON ASSET MANAGEMENT, LLC | MERCANTILE INSTITUTIONAL SERVICES | BOYD WATTERSON REAL ESTATE ADVISORS | BOYD WATTERSON ASSET MANAGEMENT, LLC

CRD#: 107808 / SEC#: 801-57468

RIA

Registered Investment Advisory firm - (4/13/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/4/2002)

IAR

Texas
(12/7/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/12/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/15/1983

General Securities Representative Examination

Current Firm

BOYD WATTERSON ASSET MANAGEMENT, LLC

CRD#: 107808 / SEC#: 801-57468

RIA

Registered Investment Advisory firm - (4/13/2000 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1301 East 9th Street Suite 2900, Cleveland, OH 44114-3179

Mailing Address

Phone number

(216) 771-3450

Established

Firm type

Fiscal year end

# of Employees

124

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BWAM BROCHURE (MARCH 25, 2025) (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,070
AUM (Assets Under Management)	$ 18,260,525,004

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Boris Kagarlitskiy

KEY INVESTMENT SERVICES LLC

IAR

University Heights, OH

Andrew Crock

STRATEGIC ADVISERS LLC

IAR

NORTH OLMSTED, OH

James Magyari

COMMONWEALTH FINANCIAL NETWORK

IAR

Solon, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Theodore N. Hellmuth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Noel Hellmuth's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOYD WATTERSON ASSET MANAGEMENT, LLC

CARNEGIE FUND DISTRIBUTORS, INC.

ROULSTON RESEARCH CORP.

Primary Firm SEC Registration

BOYD WATTERSON ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/12/1994

Series 7

Date: 10/15/1983

Current Firm

BOYD WATTERSON ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYD WATTERSON ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors