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Jeanne Kelsey Fritchley

CAROLINAS WEALTH CONSULTING LLC·CHARLOTTE, North Carolina
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5605 CARNEGIE BLVD. SUITE 400, CHARLOTTE, NC 28209CRD# 2831489Firm CRD# 300003
01

About

Jeanne Kelsey Fritchley is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CAROLINAS WEALTH CONSULTING 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
CAROLINAS WEALTH CONSULTING LLC
CAROLINAS WEALTH CONSULTING LLC
AUM
$1.3B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CAROLINAS WEALTH CONSULTING LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2831489
Firm CRD# 300003
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeanne Kelsey Fritchley offer?
Jeanne Kelsey Fritchley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Jeanne Kelsey Fritchley's credentials?
Jeanne Kelsey Fritchley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeanne Kelsey Fritchley located?
Jeanne Kelsey Fritchley is based in CHARLOTTE, North Carolina, working with CAROLINAS WEALTH CONSULTING LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Jeanne Kelsey Fritchley charge for services?
Jeanne Kelsey Fritchley'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 CAROLINAS WEALTH CONSULTING LLC?
CAROLINAS WEALTH CONSULTING LLC has approximately 18 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAROLINAS WEALTH CONSULTING LLC

Christopher Kevin Grogan
CHARLOTTE, NC
George Harrell Edmiston
CHARLOTTE, NC

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Research
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