AdvisorOS Directory
Claim Profile
DP

Dawn Marie Poterack

POTERACK CAPITAL ADVISORY, INC.·CHARLOTTE, North Carolina
Unclaimed Profile
2115 REXFORD ROAD, CHARLOTTE, NC 28211CRD# 2752495Firm CRD# 145340
01

About

Dawn Marie Poterack is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with POTERACK CAPITAL ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
POTERACK CAPITAL ADVISORY, INC.
POTERACK CAPITAL ADVISORY, INC.
AUM
$34M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at POTERACK CAPITAL ADVISORY, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2752495
Firm CRD# 145340
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dawn Marie Poterack offer?
Dawn Marie Poterack specializes in Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Dawn Marie Poterack's credentials?
Dawn Marie Poterack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dawn Marie Poterack located?
Dawn Marie Poterack is based in CHARLOTTE, North Carolina, working with POTERACK CAPITAL ADVISORY, INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Dawn Marie Poterack charge for services?
Dawn Marie Poterack's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POTERACK CAPITAL ADVISORY, INC.?
POTERACK CAPITAL ADVISORY, INC. has approximately 6 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in CHARLOTTE, North Carolina

M. Timothy Corbett
BARINGS LLC·CHARLOTTE, NC
Roger William Crandall
BARINGS LLC·CHARLOTTE, NC
Jack Todd Mcminn
WELLS FARGO INVESTMENT INSTITUTE, INC.·CHARLOTTE, NC
Daniel James Mavico
WELLS FARGO INVESTMENT INSTITUTE, INC.·CHARLOTTE, NC
Christopher Kevin Grogan
CAROLINAS WEALTH CONSULTING LLC·CHARLOTTE, NC
Christopher Robert Smith
CAMG SOLAMERE MANAGEMENT, LLC·CHARLOTTE, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile