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Michelle Alayne Disney

ADAMS CHETWOOD WEALTH MANAGEMENT LLC·DURHAM, North Carolina
Unclaimed Profile
3917 UNIVERSITY DRIVE, SUITE 200, DURHAM, NC 27707CRD# 5223974Firm CRD# 174978
01

About

Michelle Alayne Disney 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
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# 5223974
Firm CRD# 174978
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Alayne Disney offer?
Michelle Alayne Disney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Michelle Alayne Disney's credentials?
Michelle Alayne Disney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Alayne Disney located?
Michelle Alayne Disney 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 Michelle Alayne Disney charge for services?
Michelle Alayne Disney'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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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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