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Darrin Richard Witt

Wedge Capital Management LLP

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About Darrin Richard Witt

Darrin Richard Witt is a financial advisor registered with Wedge Capital Management LLP, based in Charlotte, North Carolina. Darrin has been a financial advisor since 2002 and has a Series 7 and Series 63 license. Darrin is also a Chartered Financial Analyst (CFA). Prior to joining Wedge Capital Management LLP, Darrin worked at Citigroup Global Markets Inc. and Fox-Pitt, Kelton Incorporated. Darrin specializes in portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Darrin Witt is currently registered with Wedge Capital Management LLP. Wedge Capital Management LLP is an investment adviser headquartered in Charlotte, North Carolina. The firm manages a variety of investment portfolios for individuals, businesses, pooled investment vehicles, and institutional clients, including pension and profit-sharing plans, charitable organizations, and state or municipal government entities. They have approximately $7.58 billion in regulatory assets under management. The firm provides portfolio management services and participates in wrap fee programs.
Wedge Capital Management LLP

301 SOUTH COLLEGE STREET

CHARLOTTE, NC 28202-6002

$7.58B

Assets Under Management

1

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Darrin Witt’s Registration & Firm History

NC

03/07/2005 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

NY

05/26/2004 - 11/19/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

07/03/2002 - 05/24/2004

FOX-PITT,KELTON INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darrin Richard Witt.
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