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Financial ADVSR advisor directory · SEC adviser records

Sheets Smith Wealth Management financial advisors in Winston Salem, NC

Every SEC-registered investment adviser representative at a Sheets Smith Wealth Management office in Winston Salem, A to Z.

The short answer

5 registered advisors work at Sheets Smith Wealth Management in Winston Salem, out of 10 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Sheets Smith Wealth Management advisors in Winston Salem, A to Z

Every Sheets Smith Wealth Management advisor →

Sheets Smith Wealth Management advisors in every city and state →Sheets Smith Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sheets Smith Wealth Management advisors in other cities

Staatsburg, NY 1

Other firms in Winston Salem

All Winston Salem advisors →

Wells Fargo Clearing Services, LLC 42LPL Financial LLC 31Merrill Lynch, Pierce, Fenner & Smith Incorporated 28Edward Jones 11Ameriprise Financial Services, LLC 9MML Investors Services, LLC 9Wells Fargo Advisors Financial Network, LLC 9Raymond James Financial Services Advisors, Inc. 8Horizon Financial Services, LLC 5Salem Investment Counselors Inc. 5&Partners 4Northwestern Mutual Investment Services, LLC 4

Questions

How many financial advisors does Sheets Smith Wealth Management have in Winston Salem?

5 investment adviser representatives are registered at Sheets Smith Wealth Management offices in Winston Salem, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Sheets Smith Wealth Management one of the largest advisor employers in Winston Salem?

Sheets Smith Wealth Management ranks number 11 in Winston Salem by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 42.

How do I check a Sheets Smith Wealth Management advisor in Winston Salem?

Each advisor below 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. Advisors are listed at the city of the Sheets Smith Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.