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James Frederic Chetwood Iii

ADAMS CHETWOOD WEALTH MANAGEMENT LLC·DURHAM, North Carolina
SIE, Series 7, Series 66CFPClean record20 years registeredADAMS 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 · 20 years registered
Brand Profile
Not yet started
01

Career History

ALLWORTH FINANCIAL, L.P.
Jun 2022 – present
AW SECURITIES
Jun 2022 – present
ADAMS CHETWOOD WEALTH MANAGEMENT LLC
May 2015 – Jul 2022
DURHAM, NC
WELLS FARGO ADVISORS, LLC
Jul 2006 – Jun 2015
DURHAM, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 10, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADAMS CHETWOOD WEALTH MANAGEMENT LLC
CRD 174978 · SEC 801-96322
AUM
$294M
Regulatory assets under management
Employees
6
717 client accounts
Services offered by ADAMS CHETWOOD WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADAMS CHETWOOD WEALTH MANAGEMENT LLC →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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
CFP
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