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Theodore Richard Waechter

OLD Peak Finance

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About Theodore Richard Waechter

Theodore Richard Waechter is an investment advisor representative with Old Peak Finance, located in Chapel Hill, NC. Theodore Waechter has been in the industry since 1994. Theodore Waechter has experience in the following areas: financial planning, portfolio management for individuals, and portfolio management for businesses. Old Peak Finance also offers financial planning services to individuals. Theodore Waechter has passed the Series 63, 65, and 7 exams. He has also earned the Certified Financial Planner designation.

Firm Information

Theodore Waechter is currently registered with OLD Peak Finance. OLD Peak Finance is an investment advisor headquartered in CHAPEL HILL, NC. The firm has 6 investment adviser representatives and manages approximately $471,875,202 in regulatory assets under management for 600 clients. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
OLD Peak Finance

100 EUROPA DRIVE

CHAPEL HILL, NC 27517

$471.88M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Theodore Waechter’s Registration & Firm History

NC

06/23/2014 - Present

OLD Peak Finance (CHAPEL HILL NC)

NC

10/23/2007 - 03/31/2010

BRIDGE CAPITAL ASSOCIATES, INC. (CHAPEL HILL NC)

NY

09/29/2005 - 11/11/2005

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

07/20/1994 - 03/03/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/28/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2007

Series 24 - General Securities Principal Examination

BC

Issued 09/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore Richard Waechter.
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