Thomas
Cartee
Sheets Smith Wealth Management
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About this Advisor
Thomas Cartee is a financial advisor based in Winston Salem, North Carolina, working with Sheets Smith Wealth Management. Thomas has previously held a position at Sheets Smith Wealth Management. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Thomas is part of Sheets Smith Wealth Management, which operates out of Winston Salem, North Carolina. The firm has 1 office and 15 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sheets Smith Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sheets Smith Wealth Management Brokerage Details
$1,066,276,636
15
945
$1,128,335
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Thomas Cartee Work History
Sheets Smith Wealth Management
Disclosures
Please visit the SEC profile of Thomas Cartee 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 Sheets Smith Wealth Management
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
New York, NY
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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