Unclaimed Profile

Scott William Loyek

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC·RALEIGH, North Carolina

SIE, Series 7, Series 63, Series 65CFAClean record19 years registeredTRIANGLE SECURITIES WEALTH MANAGEMENT, INC

1301 ANNAPOLIS DRIVE, RALEIGH, NC 27608CRD# 5254564Firm CRD# 148156

Profile Verification

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

Identity

Scott William Loyek · RALEIGH, NC

Registration

CRD #5254564 · TRIANGLE SECURITIES WEALTH MANAGEMENT, INC · 19 years registered

Brand Profile

Not yet started

Career History

TRIANGLE WEALTH MANAGEMENT

May 2009 – present

TRIANGLE SECURITIES, LLC

Dec 2006 – Dec 2010

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 11, 2006

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

CRD 148156 · SEC 801-69531

AUM

$1.1B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Scott William Loyek offer?

Scott William Loyek specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.

What are Scott William Loyek's credentials?

Scott William Loyek holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott William Loyek located?

Scott William Loyek 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 Scott William Loyek charge for services?

Scott William Loyek'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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