Troy A. Cook

VALUEWEALTH SERVICES

Annapolis, MD 21401

Some features on this profile are disabled

CRD#: 6121171

Professional summary

Troy Adam Cook is a registered financial advisor currently at VALUEWEALTH SERVICES, LLC located in Annapolis, Maryland and DMK ADVISOR GROUP, INC. located in Annapolis, Maryland.

Troy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Troy has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

ValueWealth Services LLC (RIA), snow removal, Modern Life Brokerage (Fixed Insurance: Term, LTC, IUL), Brokers International 6/5/2018 -Modern Life- Investment Related - 400 Redland Court, Suite 207, Owings Mills, MD 21117 - Non-Variable Insurance - Agent - Start Date: 05/08/2018 - 10 Hours Per Month/1 Hour During Securities Trading. Snow Plowing: Sole Proprietor, 1099 Income.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Adam Cook'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

September 4, 2019 - Present

VALUEWEALTH SERVICES, LLC

Office #1: 2444 Solomons Island Rd Suite 212, Annapolis, MD 21401

RIA

CRD#: 304049

Annapolis, MD

Current

February 6, 2019 - Present

DMK ADVISOR GROUP, INC.

Office #1: 2444 Solomons Island Rd., Ste. 212, Annapolis, MD 21401

RIA

CRD#: 41067

Annapolis, MD

Past

June 21, 2019 - December 31, 2020

DMK ADVISOR GROUP, INC.

RIA

CRD#: 41067

LUTZ, FL

Past

May 10, 2019 - March 12, 2020

THE INSTITUTE

RIA

CRD#: 127207

Annapolis, MD

Past

December 21, 2018 - April 30, 2019

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

Annapolis, MD

Past

June 6, 2017 - December 19, 2018

ARMSTRONG DIXON

RIA

CRD#: 168345

BALTIMORE, MD

Past

May 31, 2017 - December 21, 2018

LPL FINANCIAL LLC

CRD#: 6413

BALTIMORE, MD

Past

May 11, 2017 - June 7, 2017

OSAIC FA, INC.

RIA

CRD#: 3978

HUNT VALLEY, MD

Past

June 14, 2013 - June 7, 2017

OSAIC FA, INC.

CRD#: 3978

HUNT VALLEY, MD

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".

VALUEWEALTH SERVICES, LLC

VALUEWEALTH | VALUEWEALTH SERVICES, LLC

CRD#: 304049 / SEC#: 801-116846

RIA

Registered Investment Advisory firm - (6/21/2019 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Maryland
(3/15/2019)

IAR

Maryland
(9/4/2019)

New Jersey
(5/19/2023)

Oregon
(3/7/2024)

Pennsylvania
(8/18/2022)

Virginia
(3/7/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/10/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/12/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VALUEWEALTH SERVICES, LLC

VALUEWEALTH | VALUEWEALTH SERVICES, LLC

CRD#: 304049 / SEC#: 801-116846

RIA

Registered Investment Advisory firm - (6/21/2019 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

2444 Solomons Island Rd Suite 212, Annapolis, MD 21401

Mailing Address

Phone number

(410) 286-9230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE VALUEWEALTH 9.25 (9/18/2025)

2B BROCHURE COOK 12.24 (3/14/2025)

2B BROCHURE WYROUGH 3.24 (3/14/2025)

2B BROCHURE BUCHHEISTER 7.24 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 242,143,293

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

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

Lawrence Kriesmer

MEASURED RISK PORTFOLIOS

IAR

San Diego, CA

Gianluca Triennese

WEDBUSH SECURITIES INC.

IAR

Littleton, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Troy A. Cook

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Adam Cook's CRS (Customer Relationship Summary).

Certified licenses

Experience

DMK ADVISOR GROUP, INC.

DMK ADVISOR GROUP, INC.

THE INSTITUTE

INSTITUTE FOR WEALTH ADVISORS, INC.

ARMSTRONG DIXON

LPL FINANCIAL LLC

OSAIC FA, INC.

OSAIC FA, INC.

Primary Firm SEC Registration

VALUEWEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/10/2017

SIE

Date: 10/1/2018

Series 7

Date: 6/12/2013

FINRA

Current Firm

VALUEWEALTH SERVICES, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALUEWEALTH SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors