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Michelle Alayne Disney

ADAMS CHETWOOD WEALTH MANAGEMENT LLC·DURHAM, North Carolina
SIE, Series 7, Series 66CFPClean record18 years registeredADAMS CHETWOOD WEALTH MANAGEMENT LLC
3917 UNIVERSITY DRIVE, SUITE 200, DURHAM, NC 27707CRD# 5223974Firm CRD# 174978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Alayne Disney · DURHAM, NC
Registration
CRD #5223974 · ADAMS CHETWOOD WEALTH MANAGEMENT LLC · 18 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
Jun 2015 – Jul 2022
DURHAM, NC
WELLS FARGO ADVISORS, LLC
Jun 2008 – Jun 2015
DURHAM, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 12, 2008
Years registered · 18
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 →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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Other Advisors at ADAMS CHETWOOD WEALTH MANAGEMENT LLC

James Frederic Chetwood Iii
DURHAM, NC
CFP
Roderick Dhue Adams
DURHAM, NC

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