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Dorothy Sloan Coffey

GREERWALKER WEALTH LLC·CHARLOTTE, North Carolina
Unclaimed Profile
227 WEST TRADE STREET, CHARLOTTE, NC 28202CRD# 7244986Firm CRD# 118154
01

About

Dorothy Sloan Coffey is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with GREERWALKER WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GREERWALKER WEALTH LLC
GREERWALKER WEALTH LLC
AUM
$346M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GREERWALKER WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7244986
Firm CRD# 118154
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dorothy Sloan Coffey offer?
Dorothy Sloan Coffey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Dorothy Sloan Coffey's credentials?
Dorothy Sloan Coffey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dorothy Sloan Coffey located?
Dorothy Sloan Coffey is based in CHARLOTTE, North Carolina, working with GREERWALKER WEALTH LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Dorothy Sloan Coffey charge for services?
Dorothy Sloan Coffey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREERWALKER WEALTH LLC?
GREERWALKER WEALTH LLC has approximately 5 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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