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FD

Fred C. Dittman

VIRTUEVIAN VENTURES
HOUSTON, TX
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CRD#: 5869322
FD

Professional summary


Fred Carl Dittman III, who also goes by Fred Dittman, is a registered financial advisor currently at VIRTUEVIAN VENTURES located in Houston, Texas.

Fred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Fred has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Fred Dittman

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.
RENTAL PROPERTY; INV-RELATED; HOUSTON, TX; 100% OWNERSHIP; START: 02/25/2015; HOURS: 0 PER MONTH - 0 DURING TRADING; DUTIES: LANDLORD TRUSTEE FOR VIRTUEVIAN VENTURES 401K; INVESTMENT RELATED; HOUSTON, TX; START: 6/26/09; 8 HR PER MONTH 0 DURING TRADING. VENTURE 2000 LTD; RANCH MANAGEMENT/HUNTING GUIDE; NON-INVESTMENT RELATED; 0 DURING TRADING HOURS; ONLY DURING HUNTING SEASON

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Fred Carl Dittman III's 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

August 7, 2018 - Present

VIRTUEVIAN VENTURES

RIA
CRD#: 291986
HOUSTON, TX
Past

May 9, 2011 - January 18, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
HOUSTON, TX
Past

January 17, 2011 - January 18, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HOUSTON, TX

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
Texas
(8/7/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VV
VIRTUEVIAN VENTURES
VIRTUEVIAN VENTURE | VIRTUEVIAN VENTURES CORPORATION | VIRTUEVIAN VENTURES

CRD#: 291986 / SEC#:

Texas
Registered Investment Advisory firm - (8/7/2018 Approved)
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Contact information


Main Address
Houston, TX
Mailing Address
1707 Post Oak Boulevard 425 1707 Post Oak Boulevard 425, TX, 77056
Phone number
(832) 208-5019
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts18
AUM (Assets Under Management)$ 11,879,750

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


VIRTUEVIAN VENTURES

CRD#: 291986Houston, TX

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