AdvisorOS Directory
Claim Profile
DP

Derek Sanderson Pszenny

CAROLINA WEALTH MANAGEMENT, INC.·GREENVILLE, North Carolina
Unclaimed Profile
1706-A EAST ARLINGTON BLVD., GREENVILLE, NC 27858CRD# 2951968Firm CRD# 131393
01

About

Derek Sanderson Pszenny is a registered financial advisor based in GREENVILLE, North Carolina, affiliated with CAROLINA WEALTH MANAGEMENT, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
CAROLINA WEALTH MANAGEMENT, INC.
CAROLINA WEALTH MANAGEMENT, INC.
AUM
$624M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CAROLINA WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2951968
Firm CRD# 131393
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENVILLE?

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

Browse GREENVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Derek Sanderson Pszenny offer?
Derek Sanderson Pszenny specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, North Carolina for a consultation.
What are Derek Sanderson Pszenny's credentials?
Derek Sanderson Pszenny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Sanderson Pszenny located?
Derek Sanderson Pszenny is based in GREENVILLE, North Carolina, working with CAROLINA WEALTH MANAGEMENT, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Derek Sanderson Pszenny charge for services?
Derek Sanderson Pszenny'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 CAROLINA WEALTH MANAGEMENT, INC.?
CAROLINA WEALTH MANAGEMENT, INC. has approximately 9 employees and manages $624M 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 in GREENVILLE
Joseph Kinch Kiely — KIELY WEALTH ADVISORY GROUP, INC.Kathryn Kei Burr — KIELY WEALTH ADVISORY GROUP, INC.David Ronald Damm — CAROLINA WEALTH MANAGEMENT, INC.David Walter Silver — CAROLINA WEALTH MANAGEMENT, INC.Dennis Robert Berry — CAROLINA WEALTH MANAGEMENT, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile