Dimitrios Roumeliotis
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Dimitrios Roumeliotis Email & Phone Number

Financial Advisor at Davenport & Company at Davenport & Company LLC
Location: Norfolk, Virginia, United States 5 work roles 2 schools
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Current company
Role
Financial Advisor at Davenport & Company
Location
Norfolk, Virginia, United States
Company size

Who is Dimitrios Roumeliotis? Overview

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Quick answer

Dimitrios Roumeliotis is listed as Financial Advisor at Davenport & Company at Davenport & Company LLC, a company with 313 employees, based in Norfolk, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Dimitrios Roumeliotis.

Dimitrios Roumeliotis previously worked as Financial Advisor at Davenport & Company Llc and Relationship Manager at Lumida. Dimitrios Roumeliotis holds Finance And International Business from Georgetown University Mcdonough School Of Business.

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Email format at Davenport & Company LLC

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Davenport & Company LLC

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Profile bio

About Dimitrios Roumeliotis

Dimitri has nearly 10 years of investment and wealth management experience. Prior to joining Davenport as a Financial Advisor, Dimitri worked on Wall Street as a Vice President in Equities at Deutsche Bank. His Wall Street background helps him build tailored investment portfolios that assist you in reaching your financial goals. Dimitri can work with your accounting or legal professional to help keep your financial plan on track.Dimitri is a Financial Industry Regulatory Association Registered Representative and an Investment Advisor Representative with his Series 7, 63, and 65 licenses which enable him to offer registered securities and provide investment advice to his clients. Dimitri earned a Bachelor of Science in Business Administration and Finance from Georgetown University's McDonough School of Business.Davenport & Company LLC is not associated in any way with LinkedIn® Corp. Davenport is a separate, independent company which offers investment and advisory services. Davenport is a member of FINRA-SIPC-NYSE. Neither Davenport nor its employees are providing or offering to provide personalized investment advice through this site. The views and opinions published on this website are not necessarily those of Davenport & Company. Third-party posts do not reflect the views of Davenport & Company, nor are they approved or endorsed by Davenport or any of its employees. This web page is intended for residents of the United States only. Neither the information nor any opinion expressed on this site constitutes an offer to buy or sell any security or instrument or participate in any particular trading strategy. Davenport is registered to conduct securities broker/dealer business in every U.S. state or territory except Guam. Davenport has made investment adviser notice filings in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Information herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. Davenport is not responsible for the content of other websites to which this one may be linked.

Current workplace

Dimitrios Roumeliotis's current company

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Davenport & Company LLC
Davenport & Company Llc
Financial Advisor at Davenport & Company
richmond, virginia, united states
Employees
313
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5 roles

Dimitrios Roumeliotis work experience

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Financial Advisor

Current

Norfolk, Virginia, United States

Established in 1863, Davenport & Company is one of the oldest employee-owned, independent financial services firms in America. As a Financial Advisor at Davenport, Dimitri serves individuals, families, and small business owners. Dimitri offers a holistic approach to wealth management, emphasizing the importance of understanding each client's unique.

Jan 2024 - Present

Relationship Manager

Lumida Wealth is an independent investment advisor offering wealth management to individuals and families.

Dec 2022 - Nov 2023

Institutional Sales

Anchorage Digital is the first federally chartered crypto bank. Anchorage Digital is backed by leading investors including KKR, Goldman Sachs and Visa.

Sep 2021 - Nov 2022

Vice President, Equities

New York, New York, United States

Jul 2015 - Sep 2021

Global Wealth And Investment Management Intern

Washington, District Of Columbia, United States

- Supported J.C. McKnight, named one of Barron's Top Wealth Advisors nationally - Internship was part-time during my studies at Georgetown University - J.C. McKnight has 30 years of experience as a Wealth Advisor and was named to Forbes Magazine's list of Best-In-State Wealth Advisors for the District of Columbia

Sep 2013 - Nov 2013
Team & coworkers

Colleagues at Davenport & Company LLC

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2 education records

Dimitrios Roumeliotis education

FAQ

Frequently asked questions about Dimitrios Roumeliotis

Quick answers generated from the profile data available on this page.

What company does Dimitrios Roumeliotis work for?

Dimitrios Roumeliotis works for Davenport & Company LLC.

What is Dimitrios Roumeliotis's role at Davenport & Company LLC?

Dimitrios Roumeliotis is listed as Financial Advisor at Davenport & Company at Davenport & Company LLC.

Where is Dimitrios Roumeliotis based?

Dimitrios Roumeliotis is based in Norfolk, Virginia, United States while working with Davenport & Company LLC.

What companies has Dimitrios Roumeliotis worked for?

Dimitrios Roumeliotis has worked for Davenport & Company Llc, Lumida, Anchorage Digital, Deutsche Bank, and Merrill Lynch.

Who are Dimitrios Roumeliotis's colleagues at Davenport & Company LLC?

Dimitrios Roumeliotis's colleagues at Davenport & Company LLC include Jason Alford, Julie Preston, Byron Harrell Cfp®, Crps®, Jake Clark, Cfp®, and Cheryl Sadler.

How can I contact Dimitrios Roumeliotis?

You can use AeroLeads to view verified contact signals for Dimitrios Roumeliotis at Davenport & Company LLC, including work email, phone, and LinkedIn data when available.

What schools did Dimitrios Roumeliotis attend?

Dimitrios Roumeliotis holds Finance And International Business from Georgetown University Mcdonough School Of Business.

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