Unclaimed Profile

Carolyn Mealey Denest

PBWM HOLDINGS, LLC·LANCASTER, Pennsylvania

Series 7, Series 66Clean record22 years registeredPBWM HOLDINGS, LLC

1869 CHARTER LANE, LANCASTER, PA 17601-5879CRD# 3249692Firm CRD# 174303

Profile Verification

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

Identity

Carolyn Mealey Denest · LANCASTER, PA

Registration

CRD #3249692 · PBWM HOLDINGS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PBWM HOLDINGS, LLC

DOMANI WEALTH, LLC

Feb 2015 – May 2020

LANCASTER, PA

PARENTEBEARD WEALTH MANAGEMENT LLC

Mar 2010 – Feb 2015

WYOMISSING, PA

BMC FINANCIAL ADVISORS

Jan 2004 – Mar 2010

WYOMISSING, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 27, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOMANI WEALTH, LLC

CRD 174303 · SEC 801-80939

AUM

$1.3B

Regulatory assets under management

Employees

3,114 client accounts

Services offered by DOMANI WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOMANI WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Carolyn Mealey Denest offer?

Carolyn Mealey Denest specializes in Financial Planning, Investment Management, Wealth Management.

What are Carolyn Mealey Denest's credentials?

Carolyn Mealey Denest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carolyn Mealey Denest located?

Carolyn Mealey Denest is based in LANCASTER, Pennsylvania, last registered with PBWM HOLDINGS, LLC.

How does Carolyn Mealey Denest charge for services?

Carolyn Mealey Denest's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PBWM HOLDINGS, LLC?

PBWM HOLDINGS, LLC has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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