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James Frederic Chetwood Iii

ADAMS CHETWOOD WEALTH MANAGEMENT LLC·DURHAM, North Carolina
Clean recordADAMS CHETWOOD WEALTH MANAGEMENT LLC
3917 UNIVERSITY DRIVE, SUITE 200, DURHAM, NC 27707CRD# 4889564Firm CRD# 174978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Frederic Chetwood Iii · DURHAM, NC
Registration
CRD #4889564 · ADAMS CHETWOOD WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Frederic Chetwood Iii is a registered financial advisor based in DURHAM, North Carolina, affiliated with ADAMS CHETWOOD WEALTH MANAGEMENT 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
Introduction

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03

Firm Overview

Firm
ADAMS CHETWOOD WEALTH MANAGEMENT LLC
ADAMS CHETWOOD WEALTH MANAGEMENT LLC
AUM
$294M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ADAMS CHETWOOD WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4889564
Firm CRD# 174978
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Frederic Chetwood Iii offer?
James Frederic Chetwood Iii specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.
What are James Frederic Chetwood Iii's credentials?
James Frederic Chetwood Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Frederic Chetwood Iii located?
James Frederic Chetwood Iii is based in DURHAM, North Carolina, working with ADAMS CHETWOOD WEALTH MANAGEMENT LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does James Frederic Chetwood Iii charge for services?
James Frederic Chetwood Iii'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 ADAMS CHETWOOD WEALTH MANAGEMENT LLC?
ADAMS CHETWOOD WEALTH MANAGEMENT LLC has approximately 6 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADAMS CHETWOOD WEALTH MANAGEMENT LLC

Michelle Alayne Disney
DURHAM, NC
Roderick Dhue Adams
DURHAM, NC

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Research
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