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Danielle N Annechiarico

OLD NORTH STATE WEALTH MANAGEMENT, LLC·WILMINGTON, North Carolina
Unclaimed Profile
1430 COMMONWEALTH DRIVE, SUITE 200, WILMINGTON, NC 28403CRD# 5582433Firm CRD# 148659
01

About

Danielle N Annechiarico is a registered financial advisor based in WILMINGTON, North Carolina, affiliated with OLD NORTH STATE WEALTH MANAGEMENT, LLC. 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
03

Firm Overview

Firm
OLD NORTH STATE WEALTH MANAGEMENT, LLC
OLD NORTH STATE WEALTH MANAGEMENT, LLC
AUM
$335M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OLD NORTH STATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: THIRD PARTY ADVISER FEES
Regulatory
SEC/IARD CRD# 5582433
Firm CRD# 148659
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Danielle N Annechiarico offer?
Danielle N Annechiarico specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, North Carolina for a consultation.
What are Danielle N Annechiarico's credentials?
Danielle N Annechiarico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Danielle N Annechiarico located?
Danielle N Annechiarico is based in WILMINGTON, North Carolina, working with OLD NORTH STATE WEALTH MANAGEMENT, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Danielle N Annechiarico charge for services?
Danielle N Annechiarico's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: third party adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD NORTH STATE WEALTH MANAGEMENT, LLC?
OLD NORTH STATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Terry Webb Sapp — LIVE OAK PRIVATE WEALTH, LLCPaul Stephen King — SEAGATE ADVISER SERVICES LLCSteven Brett Caines — CANAPI ADVISORS, LLCPaul Daniel Knott — OLD NORTH STATE WEALTH MANAGEMENT, LLCMark Arthur Elste — 504 FUND ADVISORS, LLC
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
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