Unclaimed Profile

Lewis Michael Kayes

WILLINGDON WEALTH MANAGEMENT LLC·HUNTERSVILLE, North Carolina

Series 65Clean record22 years registeredWILLINGDON WEALTH MANAGEMENT LLC

13801 REESE BOULEVARD, HUNTERSVILLE, NC 28078CRD# 2955249Firm CRD# 129613

Profile Verification

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

Identity

Lewis Michael Kayes · HUNTERSVILLE, NC

Registration

CRD #2955249 · WILLINGDON WEALTH MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

CARY STREET PARTNERS

May 2026 – present

EXENCIAL WEALTH ADVISORS

Jun 2020 – Feb 2023

Huntersville, NC

WILLINGDON WEALTH MANAGEMENT LLC

Dec 2003 – Jul 2020

HUNTERSVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 18, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILLINGDON WEALTH MANAGEMENT LLC

CRD 129613 · SEC 801-63624

AUM

$865M

Regulatory assets under management

Employees

2,484 client accounts

Services offered by WILLINGDON WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WILLINGDON WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Lewis Michael Kayes offer?

Lewis Michael Kayes specializes in Financial Planning, Investment Management. Contact their office in HUNTERSVILLE, North Carolina for a consultation.

What are Lewis Michael Kayes's credentials?

Lewis Michael Kayes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lewis Michael Kayes located?

Lewis Michael Kayes is based in HUNTERSVILLE, North Carolina, working with WILLINGDON WEALTH MANAGEMENT LLC. Their office serves clients in the HUNTERSVILLE metropolitan area and surrounding communities.

How does Lewis Michael Kayes charge for services?

Lewis Michael Kayes'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 WILLINGDON WEALTH MANAGEMENT LLC?

WILLINGDON WEALTH MANAGEMENT LLC has approximately 12 employees and manages $865M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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