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Michelle L Petruolo

Triangle Wealth Management

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About Michelle L Petruolo

Michelle Petruolo is a financial advisor at Triangle Wealth Management, located in Raleigh, NC. Michelle has been working in the financial services industry since 2000. Michelle is registered with the state of North Carolina as an Investment Advisor Representative. Michelle specializes in portfolio management for individuals and businesses.

Firm Information

Michelle Petruolo is currently registered with Triangle Wealth Management. Triangle Wealth Management is an investment advisor headquartered in Raleigh, NC. The firm manages approximately $1 billion to $10 billion in assets and primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They offer portfolio management services for individuals and businesses, as well as educational seminars.
Triangle Wealth Management

1301 ANNAPOLIS DRIVE

RALEIGH, NC 27608

$1.11B

Assets Under Management

Not reported

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Michelle Petruolo’s Registration & Firm History

NC

10/15/2014 - Present

Triangle Wealth Management (RALEIGH NC)

NC

01/16/2003 - 12/31/2017

TRIANGLE SECURITIES, LLC (RALEIGH NC)

MO

06/15/2002 - 01/06/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

07/24/2000 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 08/04/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle L Petruolo.
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