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Paul Deleon Reynolds

Triangle Wealth Management

Raleigh, NC

CRD 5600617

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Employer firm

Triangle Wealth Management CRD 148156

$1.29B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Triangle Wealth Management

1301 Annapolis Drive, Raleigh, NC 27608 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-04
NC RA APPROVED 2012-08-23
  • TX RA
    APPROVED_RES
    Since 2023-10-04
  • NC RA
    APPROVED
    Since 2012-08-23

Branch Locations

1301 Annapolis Drive, Raleigh, NC 27608 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triangle Securities Wealth Management Raleigh NC 07/2012 Present
  • 07/2012 → Present
    Triangle Securities Wealth Management
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-12
  • S65 Uniform Investment Adviser Law Examination
    2012-06-12
Other Names
  • Paul Deleon Reynolds
  • Paul Deleon Reynolds Iv

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

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