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Paul Deleon Reynolds

Triangle Wealth Management

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About Paul Deleon Reynolds

Paul Deleon Reynolds is an active investment advisor representative. Paul has been in the industry since February 1981 and is currently registered with Triangle Wealth Management in Raleigh, North Carolina. Paul has also held previous roles at Triangle Securities, LLC, First Union Securities, Inc., First Union Capital Markets Corp., Thomson McKinnon Securities Inc. and Carolina Securities Corporation. Paul has passed the Series 7, Series 8, Series 24, Series 28, Series 53 and Series 63 examinations as well as the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Paul specializes in portfolio management for individuals and businesses.

Firm Information

Paul Reynolds 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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Paul Reynolds’s Registration & Firm History

NC

04/04/2024 - Present

Triangle Wealth Management (RALEIGH NC)

NC

08/02/2000 - 12/14/2018

TRIANGLE SECURITIES, LLC (RALEIGH NC)

MO

10/01/1999 - 09/22/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

03/16/1989 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

02/24/1988 - 03/29/1989

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

NA

02/23/1981 - 02/24/1988

CAROLINA SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 12/04/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/2003

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 03/17/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/12/2000

Series 24 - General Securities Principal Examination

BC

Issued 07/08/1986

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Paul Deleon Reynolds. Review regulatory record here.
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