DT
DT

Dorsey Webster Tyndall

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
8,726 clients
Average Client Portfolio
$725K average
Assets Under Management
$6.3B

Fee Structure

Financial Planning:Included in AUM fee
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Location

710 Cromwell Drive, Suite A, Greenville, NC, 27858

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dorsey is involved with Lynnbrook Partners, a non-investment related business, and Axxcess Wealth Management, LLC dba Vandalia Wealth as an investment advisory business. Dorsey spends minimal time on these activities.

Employment History
Current Registrations
Axxcess Wealth Management, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
June 2022 - January 2025 · 2 yrs 7 mos
Dixon Hughes Goodman Wealth Advisors LLC
January 2017 - August 2022 · 5 yrs 7 mos
Dixon Hughes Goodman Wealth Advisors LLC
May 2011 - December 2016 · 5 yrs 7 mos
Mid-Atlantic Securities, INC.
May 2009 - March 2010 · 10 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.