RP
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
411 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.2B
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Advisor Information
Office location
120 Club Oaks Court, Suite 200, Winston Salem, NC, 27104-4680
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sheets Smith Wealth Management
March 2020 - Present · 5 yrs 10 mos
Previous Registrations
Stratford Advisors, INC.
February 2013 - March 2020 · 7 yrs 1 mo
Stratford Advisors, INC.
August 2004 - December 2010 · 6 yrs 4 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.