Derek
Pszenny
Carolina Wealth Management, Inc
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About this Advisor
Derek Pszenny is a financial advisor working in Greenville, North Carolina with 3 years of industry experience. Pszenny is an employee of Carolina Wealth Management, Inc. They have spent the entirety of their employment at Carolina Wealth Management, Inc. Pszenny has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Carolina Wealth Management, Inc is an advisory company that has its headquarters in Greenville, NC. The firm has offices in two locations and a total of eight financial advisors. It controls $516 million in assets between its 522 client accounts, placing it among the larger firms in the nation by assets under management. Of its 522 customer accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Carolina Wealth Management, Inc has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees typically depend on the type of services. However, fees charged by Carolina Wealth Management, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carolina Wealth Management, Inc Brokerage Details
$515,883,273
8
522
$988,282
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Derek Pszenny Work History
Derek has been registered as a financial advisor for 3 years.*
Carolina Wealth Managment, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Derek Pszenny to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carolina Wealth Management, Inc
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
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