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Mary Claudia Belk Pilon

NEW REPUBLIC CAPITAL, LLC·CHARLOTTE, North Carolina
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521 EAST MOREHEAD STREET, CHARLOTTE, NC 28202CRD# 7987536Firm CRD# 310907
01

About

Mary Claudia Belk Pilon is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with NEW REPUBLIC CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
NEW REPUBLIC CAPITAL, LLC
NEW REPUBLIC PARTNERS
AUM
$2.3B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at NEW REPUBLIC CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7987536
Firm CRD# 310907
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mary Claudia Belk Pilon offer?
Mary Claudia Belk Pilon specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Mary Claudia Belk Pilon's credentials?
Mary Claudia Belk Pilon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Claudia Belk Pilon located?
Mary Claudia Belk Pilon is based in CHARLOTTE, North Carolina, working with NEW REPUBLIC CAPITAL, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Mary Claudia Belk Pilon charge for services?
Mary Claudia Belk Pilon's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW REPUBLIC CAPITAL, LLC?
NEW REPUBLIC CAPITAL, LLC has approximately 29 employees and manages $2.3B 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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