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Financial ADVSR advisor directory · SEC adviser records

Sheets Smith Wealth Management financial advisors

Every SEC-registered investment adviser representative at Sheets Smith Wealth Management, by the state and city of the office they work from.

10 registered advisors work at Sheets Smith Wealth Management, in 2 states and 3 cities; the most are in Winston Salem, NC (5). 2 list the CFP designation and 0 are also registered broker representatives.

Search every Sheets Smith Wealth Management advisor by name →Who joined and left Sheets Smith Wealth Management →Sheets Smith Wealth Management: assets, clients and custodians →

Cities with the most Sheets Smith Wealth Management advisors

Winston Salem, NC 5Winston-Salem, NC 4Staatsburg, NY 1

Sheets Smith Wealth Management advisors by state

Sheets Smith Wealth Management in North Carolina 9

Winston Salem 5Winston-Salem 4

Sheets Smith Wealth Management in New York 1

Staatsburg 1

Questions

How many financial advisors does Sheets Smith Wealth Management have?

10 investment adviser representatives are registered with Sheets Smith Wealth Management, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 3 cities. 2 list the CFP designation and 0 are also registered as broker representatives.

Where does Sheets Smith Wealth Management have the most advisors?

Winston Salem, NC, with 5 registered advisors, then Winston-Salem, NC (4). By state, North Carolina has the most, with 9.

How do I find a Sheets Smith Wealth Management financial advisor near me?

Pick your state below, then your city, to see every Sheets Smith Wealth Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Sheets Smith Wealth Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →