Paul Thomas Anthony

CFA

Sheets Smith Wealth Management

20 Years of Experience

View SEC Summary

Firm Information

Sheets Smith Wealth Management

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

Advisor Information

Office location

120 Club Oaks Court, Suite 200, Winston-Salem, NC, 27104

Get directions

Regulatory 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.

Other Business Activities

Paul is a director at InterActive Cards, a company focused on interactive card technology, since January 2019. He spends minimal time on conference calls and meeting attendance.

Employment History

Current Registrations

Sheets Smith Wealth Management

February 2005 - Present · 20 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.