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Nicholas Andrew Faulkner

Triangle Wealth Management

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About Nicholas Andrew Faulkner

Nicholas Faulkner is an Investment Advisor Representative at Triangle Wealth Management in Raleigh, North Carolina. Nicholas has been in the financial industry since 2017. Nicholas holds the Series 63, 65, 7TO, and SIE licenses. Nicholas is also a Certified Financial Planner. Prior to joining Triangle Wealth Management, Nicholas worked at DFA Securities LLC in Charlotte, North Carolina. Nicholas's focus is on providing portfolio management for individuals and businesses. Nicholas is committed to providing high-quality financial advice to help clients reach their financial goals.

Firm Information

Nicholas Faulkner 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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Nicholas Faulkner’s Registration & Firm History

NC

08/14/2024 - Present

Triangle Wealth Management (RALEIGH NC)

NC

04/04/2022 - 08/01/2024

DFA SECURITIES LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 04/22/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/03/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Andrew Faulkner.
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