DT
Douglas R. Tengdin
WORLD MARKET ADVISORS
Hanover, NH
Some features on this profile are disabled
CRD#: 7208226
DT
Professional summary
Douglas Robert Tengdin is a registered financial advisor currently at WORLD MARKET ADVISORS located in Hanover, New Hampshire.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Douglas has worked at 1 firm .
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.
Mr. Tengdin is an Independent Sales Agent for Yardeni Research, Inc., investment related, 68 Wheatley Road, Suite 110, Glen Head, NY 11545, subscription based research service to financial institutions and corporations, approximately 2 hours per month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Robert Tengdin'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®
NoneExperience
Current
February 26, 2020 - Present
WORLD MARKET ADVISORS
RIA
CRD#: 306933
Hanover, NH
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
Florida(6/17/2021)
IAR
Massachusetts(9/16/2021)
IAR
New Hampshire(2/26/2020)
IAR
New York(9/29/2021)
IAR
Texas(1/20/2022)
IAR
Vermont(6/10/2021)
Exams
Current Firm
WM
WORLD MARKET ADVISORS
WORLD MARKET ADVISORS | WORLD MARKET ADVISORS, LLC
CRD#: 306933 / SEC#:
Florida
Registered Investment Advisory firm - (6/17/2021 Approved)Massachusetts
Registered Investment Advisory firm - (9/16/2021 Approved)New Hampshire
Registered Investment Advisory firm - (2/26/2020 Approved)New York
Registered Investment Advisory firm - (9/29/2021 Approved)Texas
Registered Investment Advisory firm - (2/12/2025 Approved)Vermont
Registered Investment Advisory firm - (6/10/2021 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
Hanover, NH
Mailing Address
Phone number
(603) 252-6509
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 54,972,729 |
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.
