Senior Relationship Manager · Triangle Wealth Management
Paul D. Reynolds
CRD 5600617 · Named on Form ADV at one SEC-registered adviser
At a glance
Triangle Wealth Management, an SEC-registered wealth manager based in Raleigh, NC with $1.3 billion in regulatory assets, lists Paul D. Reynolds on its Form ADV as Senior Relationship Manager.
Firms and roles
- Triangle Wealth ManagementSenior Relationship ManagerWealth manager · Raleigh, NC · $1.3B in regulatory assets
AtlasMembers
Paul’s stakes and control
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Colleagues named on the same filings (8)
- Paul D. ReynoldsCEO, Managing Member, Triangle Wealth Management
- Cathy L. ThomasMember, Triangle Wealth Management
- Kathleen W. BurkettManaging Director, Triangle Wealth Management
- Scott W. LoyekManaging Director, Triangle Wealth Management
- Deborah L. KaufmanManaging Director, Triangle Wealth Management
3 more people named with Paul on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.