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Douglas A. Vrame

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CRD#: 2346522
DV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Douglas Anton Vrame, who also goes by Doug Anton Vrame, Douglas Anton Vrame Mr., was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1994. Douglas had worked at 10 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Doug Anton Vrame | Douglas Anton Vrame Mr.

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 27, 2014 - June 2, 2015

SHEAFF BROCK INVESTMENT ADVISORS, LLC

RIA
CRD#: 118739
SAN FRANCISCO, CA
Past

July 17, 2012 - July 15, 2014

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
SAN FRANCISCO, CA
Past

May 19, 2010 - September 9, 2010

WAVELAND CAPITAL PARTNERS LLC

RIA
CRD#: 40054
SAN FRANCISCO, CA
Past

May 18, 2010 - September 9, 2010

WAVELAND CAPITAL PARTNERS LLC

BD
CRD#: 40054
IRVINE, CA
Past

October 2, 2009 - May 10, 2010

UNION CAPITAL COMPANY

RIA
CRD#: 110301
SAN FRANCISCO, CA
Past

October 2, 2009 - May 10, 2010

UNION CAPITAL COMPANY

BD
CRD#: 110301
TUCSON, AZ
Past

May 18, 2009 - October 29, 2009

LAWSON FINANCIAL CORPORATION

BD
CRD#: 15261
SCOTTSDALE, AZ
Past

June 30, 2008 - April 21, 2009

ADVANCED EQUITIES, INC.

RIA
CRD#: 35545
SAN FRANCISCO, CA
Past

August 20, 2007 - April 21, 2009

ADVANCED EQUITIES, INC.

BD
CRD#: 35545
SAN FRANCISCO, CA
Past

August 9, 2004 - August 21, 2007

CHURCHILL MANAGEMENT GROUP

RIA
CRD#: 109651
SAN FRANCISCO, CA
Past

December 6, 2002 - March 16, 2004

LASALLE FINANCIAL SERVICES, INC.

BD
CRD#: 20373
CHICAGO, IL
Past

February 12, 2001 - November 25, 2002

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 7, 1994 - February 9, 1999

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/30/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SB
SHEAFF BROCK INVESTMENT ADVISORS, LLC
SHEAFF BROCK INVESTMENT ADVISORS, LLC

CRD#: 118739 / SEC#: 801-60978

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Contact information


Main Address
8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 705-5700
Established
Firm type
Fiscal year end
# of Employees
26

Documents


Latest Form ADV

Part 2 Brochures

SHEAFF BROCK FORM ADV PART 2A (3/26/2025)

Regulatory assets under management


Total Number of Accounts1,778
AUM (Assets Under Management)$ 1,410,206,314

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.

Company Information


SHEAFF BROCK INVESTMENT ADVISORS, LLC

CRD#: 118739

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