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Brian Haddon Whisnant

WEDGE CAPITAL MANAGEMENT LLP·CHARLOTTE, North Carolina
Series 65Clean record19 years registeredWEDGE CAPITAL MANAGEMENT LLP
301 SOUTH COLLEGE STREET, CHARLOTTE, NC 28202-6002CRD# 4967204Firm CRD# 106234

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Haddon Whisnant · CHARLOTTE, NC
Registration
CRD #4967204 · WEDGE CAPITAL MANAGEMENT LLP · 19 years registered
Brand Profile
Not yet started
01

Career History

WEDGE CAPITAL MANAGEMENT LLP
Jan 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 10, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEDGE CAPITAL MANAGEMENT LLP
CRD 106234 · SEC 801-29479
AUM
$7.6B
Regulatory assets under management
Employees
26
234 client accounts
Services offered by WEDGE CAPITAL MANAGEMENT LLP
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at WEDGE CAPITAL MANAGEMENT LLP →
Introduction

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05

Frequently Asked Questions

What services does Brian Haddon Whisnant offer?
Brian Haddon Whisnant specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Brian Haddon Whisnant's credentials?
Brian Haddon Whisnant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Haddon Whisnant located?
Brian Haddon Whisnant is based in CHARLOTTE, North Carolina, working with WEDGE CAPITAL MANAGEMENT LLP. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Brian Haddon Whisnant charge for services?
Brian Haddon Whisnant's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEDGE CAPITAL MANAGEMENT LLP?
WEDGE CAPITAL MANAGEMENT LLP has approximately 26 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEDGE CAPITAL MANAGEMENT LLP

Michael Gardner
CHARLOTTE, NC
Christopher James Lewis
CHARLOTTE, NC
CFA
Jason Tyler Boles
CHARLOTTE, NC
Brian James Pratt
CHARLOTTE, NC
James Scott Jeffords
CHARLOTTE, NC
Andrei Evgenievich Bolshakov
CHARLOTTE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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