AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DW

David R. Wilkins

ARIES INVESTMENTS
LAKELAND, TN 38002
CRD#: 8025499
Some features on this profile are disabled
DW
David Rutherford WilkinsARIES INVESTMENTS

Professional summary

David Rutherford Wilkins is a registered financial advisor currently at ARIES INVESTMENTS, LLC located in Lakeland, Tennessee.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. David has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Rutherford Wilkins'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

January 12, 2026 - Present

ARIES INVESTMENTS, LLC

Office #1: 3995 Loch Meade Dr., Lakeland, TN 38002
RIA
CRD#: 333704
LAKELAND, TN
Past

June 27, 2025 - December 31, 2025

ARIES INVESTMENTS, LLC

RIA
CRD#: 333704
LAKELAND, TN

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
Tennessee
(1/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/22/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/23/2024
Securities Industry Essentials Examination

Current Firm

AI
ARIES INVESTMENTS, LLC
ARIES INVESTMENTS, LLC

CRD#: 333704 / SEC#:

Tennessee
Registered Investment Advisory firm - (1/12/2026 Approved)
Loading...

Contact information

Main Address
3995 Loch Meade Dr., Lakeland, TN 38002
Mailing Address
Phone number
(410) 935-1058
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 841,614

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

ARIES INVESTMENTS, LLC

CRD#: 333704Lakeland, TN 38002

TRUST BUT VERIFY

Monitor David Wilkins

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Hatem Ben Dhiab
Hatem DhiabAdvisorCheck Check Mark
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
IAR
SANTA MONICA, CA
HS
Heidee SalcedoAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
LD
Latoya Davis- DenuzzoAdvisorCheck Check Mark
FIDELITY PERSONAL AND WORKPLACE ADVISORS
PR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.