Unclaimed Profile

Stephen Todd Sheets

SHEETS SMITH WEALTH MANAGEMENT·WINSTON SALEM, North Carolina

Clean record16 years registeredSHEETS SMITH WEALTH MANAGEMENT

120 CLUB OAKS COURT, WINSTON SALEM, NC 27104-4680CRD# 4857849Firm CRD# 105710

Profile Verification

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

Identity

Stephen Todd Sheets · WINSTON SALEM, NC

Registration

CRD #4857849 · SHEETS SMITH WEALTH MANAGEMENT · 16 years registered

Brand Profile

Not yet started

Career History

SIGNATUREFD, LLC

Aug 2010 – present

SIGNATUREFD, LLC

Jan 2010 – Feb 2010

ATLANTA, GA

Registrations & Exams

Registration record

First registered · January 6, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHEETS SMITH WEALTH MANAGEMENT

CRD 105710 · SEC 801-31437

AUM

$1.1B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Stephen Todd Sheets offer?

Stephen Todd Sheets specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINSTON SALEM, North Carolina for a consultation.

What are Stephen Todd Sheets's credentials?

Stephen Todd Sheets is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Todd Sheets located?

Stephen Todd Sheets 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 Stephen Todd Sheets charge for services?

Stephen Todd Sheets'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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