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David Beeler Gilbert

Sheets Smith Wealth Management

Winston-Salem, NC

CRD 1744210

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Employer firm

Sheets Smith Wealth Management CRD 105710

$1.37B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Sheets Smith Wealth Management

120 Club Oaks Court Suite 200, Winston Salem, NC 27104-4680 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2005-02-02
  • NC RA
    APPROVED
    Since 2005-02-02

Branch Locations

120 Club Oaks Court Suite 200, Winston-Salem, NC 27104 • 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
Sheets Smith Wealth Management Winston-Salem NC 02/1994 Present
Other Businesses

CURRENTLY PARTNER, OFFICER AND/OR DIRECTOR IN NUMEROUS REAL ESTATE ORGANIZATIONS (HANES MILL SUMMIT, LLC; HOLLY AND FOURTH, LLC; PLAZA PARKWAY PROPERTIES, LLC; CLUB OAKS PARTNERS, LLC; CLUB OAKS PARTNERS II, LLC.)

Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

SALEM INVESTMENT COUNSELORS INC
JT STRATFORD, LLC
DARDA FINANCIAL

Nearby Investors

DALE MARTIN BROWN
DAVID BRIAN REA
JAMES JOYNER EDMUNDSON

Nearby Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC

More in Winston-salem, NC

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