Scott Loyek, financial advisor Raleigh NC

Scott Loyek

CRD Number: 5254564
Current Firm: Triangle Wealth Management

Scott Loyek (CRD# 5254564) is an Investment Advisor Representative working at Triangle Wealth Management in Raleigh, NC and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Triangle Securities, LLC Raleigh, NC Nov 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Scott W. Loyek
Phone Number: 919-838-3221
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,110
    MILLIONS
  • Total Number of Accounts
    1,085
    ACCOUNTS
  • Average Account Value
    $1,022,851
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, GA, NC, NH, SC, TX, VA

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