Unclaimed Profile

Roderick Dhue Adams

ADAMS CHETWOOD WEALTH MANAGEMENT LLC·DURHAM, North Carolina

SIE, Series 7, Series 63, Series 6529 years registeredADAMS CHETWOOD WEALTH MANAGEMENT LLC

3917 UNIVERSITY DRIVE, SUITE 200, DURHAM, NC 27707CRD# 2043168Firm CRD# 174978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roderick Dhue Adams · DURHAM, NC

Registration

CRD #2043168 · ADAMS CHETWOOD WEALTH MANAGEMENT LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADAMS CHETWOOD WEALTH MANAGEMENT LLC

ADAMS CHETWOOD WEALTH MANAGEMENT LLC

Oct 2021 – Jul 2022

DURHAM, NC

ADAMS CHETWOOD WEALTH MANAGEMENT LLC

May 2015 – Mar 2020

DURHAM, NC

WELLS FARGO ADVISORS, LLC

Nov 1996 – Jun 2015

DURHAM, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 8, 1996

Years registered · 29

Disclosure History

2006Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ADAMS CHETWOOD WEALTH MANAGEMENT LLC

CRD 174978 · SEC 801-96322

AUM

$294M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Roderick Dhue Adams offer?

Roderick Dhue Adams specializes in Financial Planning, Investment Management, Wealth Management.

What are Roderick Dhue Adams's credentials?

Roderick Dhue Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roderick Dhue Adams located?

Roderick Dhue Adams is based in DURHAM, North Carolina, last registered with ADAMS CHETWOOD WEALTH MANAGEMENT LLC.

How does Roderick Dhue Adams charge for services?

Roderick Dhue Adams'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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