MD
Mary C. Dovel
TELOS WEALTH ADVISORS
Weddington, NC
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CRD#: 8069010
MD
Professional summary
Mary Catherine Dovel, who also goes by Mary Philipps, is a registered financial advisor currently at TELOS WEALTH ADVISORS located in Weddington, North Carolina.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Mary has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mary Philipps
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.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Catherine Dovel'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
June 3, 2025 - Present
TELOS WEALTH ADVISORS
RIA
CRD#: 328209
Weddington, NC
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
North Carolina(6/3/2025)
IAR
Texas(6/3/2025)
Exams
Current Firm
TW
TELOS WEALTH ADVISORS
TELOS WEALTH ADVISORS | TELOS WEALTH MANAGEMENT, LLC | TELOS WEALTH MANAGEMENT
CRD#: 328209 / SEC#:
North Carolina
Registered Investment Advisory firm - (1/8/2024 Approved)Texas
Registered Investment Advisory firm - (12/6/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Weddington, NC
Mailing Address
P.o. Box 77308, Charlotte, NC 28271
Phone number
(704) 368-7913
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 372 |
| AUM (Assets Under Management) | $ 58,050,000 |
Red Flags
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