Sheets Smith Wealth Management

Sheets Smith Wealth Management (CRD# 105710) is a financial advisory firm headquartered in Winston Salem, NC. They manage $1,066,276,636 in 945 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,066
    MILLION
  • Total Number of Accounts
    945
    ACCOUNTS
  • Average Account Value
    $1,128,335
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IN, LA, MD, NC, SC, TX, VA

Financial Advisors at Sheets Smith Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Paul T. Anthony
CRD#: 2672261
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104

Paul Anthony (CRD# 2672261) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry.

2
Thomas E. Cartee
CRD#: 2278426
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104

Thomas Cartee (CRD# 2278426) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 29 years of experience in the finance industry.

3
Jeffrey M. Christopher
CRD#: 850323
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104

Jeffrey Christopher (CRD# 850323) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 19 years of experience in the finance industry.

4
David B. Gilbert
CRD#: 1744210
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104

David Gilbert (CRD# 1744210) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry.

5
Robert E. Pike
CRD#: 1320545
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104

Robert Pike (CRD# 1320545) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 25 years of experience in the finance industry.

6
Phu M. Roy O
CRD#: 3034370
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104

Phu Roy O (CRD# 3034370) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 25 years of experience in the finance industry.

7
Mary C. Shamburg
CRD#: 6182594
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104

Mary Shamburg (CRD# 6182594) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 10 years of experience in the finance industry.

8
John R. Sheets
CRD#: 4345695
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104

John Sheets (CRD# 4345695) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry.

9
Trent R. Sheets
CRD#: 5357026
120 Club Oaks Court, Suite 200, Winston Salem, NC 27104

Trent Sheets (CRD# 5357026) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 16 years of experience in the finance industry.

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