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Paul Deleon Reynolds Iv

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC·RALEIGH, North Carolina
Series 65Clean record13 years registeredTRIANGLE SECURITIES WEALTH MANAGEMENT, INC
1301 ANNAPOLIS DRIVE, RALEIGH, NC 27608CRD# 5600617Firm CRD# 148156

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Deleon Reynolds Iv · RALEIGH, NC
Registration
CRD #5600617 · TRIANGLE SECURITIES WEALTH MANAGEMENT, INC · 13 years registered
Brand Profile
Not yet started
01

Career History

TRIANGLE WEALTH MANAGEMENT
Aug 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 23, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156 · SEC 801-69531
AUM
$1.1B
Regulatory assets under management
Employees
13
1,085 client accounts
Services offered by TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at TRIANGLE SECURITIES WEALTH MANAGEMENT, INC →
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05

Frequently Asked Questions

What services does Paul Deleon Reynolds Iv offer?
Paul Deleon Reynolds Iv specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.
What are Paul Deleon Reynolds Iv's credentials?
Paul Deleon Reynolds Iv is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Deleon Reynolds Iv located?
Paul Deleon Reynolds Iv is based in RALEIGH, North Carolina, working with TRIANGLE SECURITIES WEALTH MANAGEMENT, INC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Paul Deleon Reynolds Iv charge for services?
Paul Deleon Reynolds Iv's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIANGLE SECURITIES WEALTH MANAGEMENT, INC?
TRIANGLE SECURITIES WEALTH MANAGEMENT, INC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

Paul Deleon Reynolds
RALEIGH, NC
Joseph Lee Parker
RALEIGH, NC
Michael David Hakerem
RALEIGH, NC
Scott William Loyek
RALEIGH, NC
CFA
Kathleen Wise Burkett
RALEIGH, NC
CFP
Cathy Lynn Thomas
RALEIGH, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
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Research
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