CEO, Managing Member · Triangle Wealth Management
Paul D. Reynolds
CRD 724280 · 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 CEO, Managing Member, a control person.
Firms and roles
- Triangle Wealth ManagementCEO, Managing MemberWealth manager · Raleigh, NC · $1.3B in regulatory assets
AtlasMembers
Paul’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Paul’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- 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
- Paul D. ReynoldsSenior Relationship Manager, 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.