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David L Vladimirou

David L. Vladimirou

DAKOTA WEALTH | Financial Consultant
RICHMOND, VA 23226
Some features on this profile are disabled
CRD#: 2494238
David L Vladimirou

Professional summary

David L Vladimirou, who also goes by David Leonard Vladimirou, is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Richmond, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Biography

As your Financial Consultant I will act as your advocate to ensure that your financial plan is customized to meet your family's unique needs. Together, we will craft an investment strategy that matches your financial goals, and we will communicate regularly. Your investment plan should include a diversified portfolio that addresses your cash flow needs, as well as long term growth.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Leonard Vladimirou

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 David L Vladimirou'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

Education

Virginia Commonwealth University

Bachelor of Science (BS) - School of Community and Public Affairs

1992

Experience

Current

May 6, 2026 - Present

DAKOTA WEALTH, LLC

Office #1: 7275 Glen Forest Drive Suite 206, Richmond, VA 23226
RIA
CRD#: 297987
RICHMOND, VA
Past

March 31, 2025 - April 9, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MIDLOTHIAN, VA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MIDLOTHIAN, VA
Past

July 26, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MIDLOTHIAN, VA
Past

July 18, 2016 - April 9, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MIDLOTHIAN, VA
Past

August 22, 2008 - July 14, 2016

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
RICHMOND, VA
Past

July 16, 2008 - July 14, 2016

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
RICHMOND, VA
Past

August 16, 2007 - July 16, 2008

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
MEMPHIS, TN
Past

June 6, 2005 - July 31, 2007

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
PORTLAND, ME
Past

November 20, 2003 - May 12, 2005

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
RICHMOND, VA
Past

November 20, 2003 - May 12, 2005

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

September 24, 2002 - November 12, 2003

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
WASHINGTON, DC
Past

March 7, 1995 - November 12, 2003

MISSIONSQUARE WEALTH MANAGEMENT

BD
CRD#: 23189
WASHINGTON, DC
Past

October 17, 1994 - March 27, 1995

SUNPOINT SECURITIES, INC.

BD
CRD#: 25442
LONGVIEW, TX
Past

May 25, 1994 - July 12, 1994

ENERIC FINANCIAL SERVICES, INC.

BD
CRD#: 11761
FAIRFIELD, IA

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".
DW
DAKOTA WEALTH, LLC
DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA
Registered Investment Advisory firm - (10/8/2018 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
Virginia
(5/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/21/2008
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/20/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/26/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/24/1994
General Securities Representative Examination

Current Firm

DW
DAKOTA WEALTH, LLC
DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA
Registered Investment Advisory firm - (10/8/2018 Approved)
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Contact information

Main Address
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752
Mailing Address
Phone number
(561) 774-8101
Established
Firm type
Fiscal year end
# of Employees
78

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAKOTA WEALTH FORM ADV PART 2A (10/15/2025)

Regulatory assets under management

Total Number of Accounts9,786
AUM (Assets Under Management)$ 6,335,261,507

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/10/2025
Cover Page
Report
09/13/2024
Cover Page
Report
11/21/2023
Cover Page
Report
01/18/2023
Cover Page
Report

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

DAKOTA WEALTH, LLC

Financial ConsultantCRD#: 297987Richmond, VA 23226

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