AdvisorOS Directory
Claim Profile
Unclaimed Profile
MS

Michael Kirk Shields

PIEDMONT CAPITAL MANAGEMENT, LLC·GREENBORO, North Carolina
Series 7, Series 63, Series 65, Series 66Clean record21 years registeredPIEDMONT CAPITAL MANAGEMENT, LLC
800 GREEN VALLEY RD., STE 203, GREENBORO, NC 27408CRD# 2248861Firm CRD# 155682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Kirk Shields · GREENBORO, NC
Registration
CRD #2248861 · PIEDMONT CAPITAL MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PIEDMONT CAPITAL MANAGEMENT, LLC
PIEDMONT CAPITAL MANAGEMENT, LLC
Jun 2012 – Oct 2024
GREENBORO, NC
VISION CAPITAL
Nov 2010 – Apr 2012
DAVIDSON, NC
TRIUNE CAPITAL ADVISORS LLC
Apr 2005 – Jun 2005
CHARLOTTE, NC
EASTOVER CAPITAL MANAGEMENT INC
Apr 2005 – Feb 2008
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Series 66
Registration record
First registered · April 18, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PIEDMONT CAPITAL MANAGEMENT, LLC
CRD 155682 · SEC 801-110286
AUM
$371M
Regulatory assets under management
Employees
23
215 client accounts
Services offered by PIEDMONT CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PIEDMONT CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENBORO?

Browse all registered financial advisors in GREENBORO, North Carolina or claim this profile if it's yours.

Browse GREENBORO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael Kirk Shields offer?
Michael Kirk Shields specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.
What are Michael Kirk Shields's credentials?
Michael Kirk Shields is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Kirk Shields located?
Michael Kirk Shields is based in GREENBORO, North Carolina, last registered with PIEDMONT CAPITAL MANAGEMENT, LLC.
How does Michael Kirk Shields charge for services?
Michael Kirk Shields's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIEDMONT CAPITAL MANAGEMENT, LLC?
PIEDMONT CAPITAL MANAGEMENT, LLC has approximately 23 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PIEDMONT CAPITAL MANAGEMENT, LLC

Daniel Felton Smith
GREENBORO, NC
John Meredith Simms
GREENBORO, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile