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Paul Thomas Anthony

SHEETS SMITH WEALTH MANAGEMENT·WINSTON SALEM, North Carolina
Clean record21 years registeredSHEETS SMITH WEALTH MANAGEMENT
120 CLUB OAKS COURT, WINSTON SALEM, NC 27104-4680CRD# 2672261Firm CRD# 105710

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Thomas Anthony · WINSTON SALEM, NC
Registration
CRD #2672261 · SHEETS SMITH WEALTH MANAGEMENT · 21 years registered
Brand Profile
Not yet started
01

Career History

SHEETS SMITH WEALTH MANAGEMENT
Feb 2005 – present
02

Registrations & Exams

Registration record
First registered · February 2, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHEETS SMITH WEALTH MANAGEMENT
CRD 105710 · SEC 801-31437
AUM
$1.1B
Regulatory assets under management
Employees
15
945 client accounts
Services offered by SHEETS SMITH WEALTH MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHEETS SMITH WEALTH MANAGEMENT →
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05

Frequently Asked Questions

What services does Paul Thomas Anthony offer?
Paul Thomas Anthony specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINSTON SALEM, North Carolina for a consultation.
What are Paul Thomas Anthony's credentials?
Paul Thomas Anthony is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Thomas Anthony located?
Paul Thomas Anthony is based in WINSTON SALEM, North Carolina, working with SHEETS SMITH WEALTH MANAGEMENT. Their office serves clients in the WINSTON SALEM metropolitan area and surrounding communities.
How does Paul Thomas Anthony charge for services?
Paul Thomas Anthony'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 SHEETS SMITH WEALTH MANAGEMENT?
SHEETS SMITH WEALTH MANAGEMENT has approximately 15 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 SHEETS SMITH WEALTH MANAGEMENT

David Beeler Gilbert
WINSTON SALEM, NC
Stephen Todd Sheets
WINSTON SALEM, NC
Trent Ryan Sheets
WINSTON SALEM, NC

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Nearby cities in North Carolina
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Research
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