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TRIANGLE SECURITIES WEALTH MANAGEMENT, INC, CRD 148156
RALEIGH, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SCOTT WILLIAM LOYEK | Chartered Financial Analyst | RALEIGH, NC | 17 | 25 | 1 | no |
| PAUL DELEON REYNOLDS | n/a | RALEIGH, NC | 17 | 40 | 1 | no |
| JOSEPH LEE PARKER | n/a | RALEIGH, NC | 17 | 40 | 1 | no |
| KATHLEEN WISE BURKETT | Certified Financial Planner | RALEIGH, NC | 15 | 34 | 2 | no |
| PAUL DELEON REYNOLDS | n/a | RALEIGH, NC | 14 | 14 | n/a | no |
| MICHELLE L PETRUOLO | n/a | RALEIGH, NC | 11 | 25 | n/a | no |
| JESSICA ROSENFELD SHERBURNE | n/a | RALEIGH, NC | 4 | 25 | n/a | no |
| Darren Brian Ford | n/a | Saranac, MI | 4 | 11 | n/a | no |
| DOROTHY JEAN MORAVEC | n/a | RALEIGH, NC | 3 | 28 | n/a | no |
| Claire Edwards Jandrain | n/a | RALEIGH, NC | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| REYNOLDS, PAUL, DELEON | CEO, MANAGING MEMBER | C | yes | 08/2008 | Feb 26, 2026 | Feb 26, 2026 |
| SHERBURNE, JESSICA, ROSENFELD | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | A | yes | 02/2024 | Feb 26, 2026 | Feb 26, 2026 |
| BURKETT, KATHLEEN, WISE | MANAGING DIRECTOR | A | no | 01/2018 | Feb 26, 2026 | Feb 26, 2026 |
| HUTCHENS, MARY-MARGARET, | SENIOR CLIENT SERVICE MANAGER | B | no | 07/2021 | Feb 26, 2026 | Feb 26, 2026 |
| KAUFMAN, DEBORAH, LYNN | MANAGING DIRECTOR | A | no | 01/2018 | Feb 26, 2026 | Feb 26, 2026 |
| LOYEK, SCOTT, WILLIAM | MANAGING DIRECTOR | A | no | 01/2018 | Feb 26, 2026 | Feb 26, 2026 |
| PAUL D. REYNOLDS III 2025 | MEMBER IRREVOCABLE TRUST DATED | B | no | 12/2025 | Feb 26, 2026 | Feb 26, 2026 |
| REYNOLDS, PAUL, DELEON | SENIOR RELATIONSHIP MANAGER | B | no | 07/2021 | Feb 26, 2026 | Feb 26, 2026 |
| THOMAS, CATHY, LYNN | Member | A | no | 08/2008 | Feb 26, 2026 | Feb 26, 2026 |
| PARKER, JOSEPH, LEE | SR. RELATIONSHIP MANAGER | Na | no | 01/2018 | Feb 16, 2024 | Feb 16, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 26, 2026 | $1.3B | $1.3B | 14 | 9 | 0 | n/a | n/a |
| 2024 | Feb 20, 2025 | $1.2B | $1.2B | 15 | 11 | 0 | n/a | n/a |
| 2023 | Feb 16, 2024 | $1.1B | $1.1B | 13 | 9 | 0 | n/a | n/a |
| 2022 | Mar 10, 2023 | $968M | $968M | 14 | 10 | 0 | n/a | n/a |
| 2021 | Mar 11, 2022 | $1.1B | $1.1B | 13 | 10 | 0 | n/a | n/a |
| 2020 | Mar 29, 2021 | $1.0B | $1.0B | 14 | 11 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $839M | $839M | 13 | 11 | 0 | n/a | n/a |
| 2018 | Mar 27, 2019 | $685M | $685M | 13 | 11 | 0 | n/a | n/a |
| 2017 | Mar 26, 2018 | $708M | $708M | 13 | 11 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $634M | $634M | 13 | 10 | n/a | n/a | n/a |
| 2015 | Mar 25, 2016 | $580M | $580M | 13 | 12 | n/a | n/a | n/a |
| 2014 | Mar 24, 2015 | $586M | $586M | 15 | 11 | n/a | n/a | n/a |
| 2013 | Mar 11, 2014 | $618M | $618M | 14 | 11 | n/a | n/a | n/a |
| 2012 | Mar 15, 2013 | $531M | $531M | 11 | 11 | n/a | n/a | n/a |
| 2011 | Mar 26, 2012 | $463M | $463M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.3B | $1.2B | 7.3% | $968M | 10.1% | 14 | 15 | 0 | 0 |