Michelle L. Petruolo
Professional summary
Michelle L Petruolo, who also goes by Michelle Jannazzo, Michelle Jannazzo Petruolo, is a registered financial advisor currently at TRIANGLE WEALTH MANAGEMENT located in Raleigh, North Carolina.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michelle has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle L Petruolo's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2014 - Present
TRIANGLE WEALTH MANAGEMENT
Office #1: 1301 Annapolis Drive, Raleigh, NC 27608January 16, 2003 - December 31, 2017
TRIANGLE SECURITIES, LLC
June 15, 2002 - January 6, 2003
WELLS FARGO CLEARING SERVICES, LLC
July 24, 2000 - June 15, 2002
WACHOVIA SECURITIES, INC.
Primary Firm SEC Registration
TRIANGLE WEALTH MANAGEMENT
CRD#: 148156 / SEC#: 801-69531
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/15/2014)
Exams
Current Firm
TRIANGLE WEALTH MANAGEMENT
CRD#: 148156 / SEC#: 801-69531
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,150 |
| AUM (Assets Under Management) | $ 1,202,394,950 |
Red Flags
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Company Information
TRIANGLE WEALTH MANAGEMENT
CRD#: 148156Raleigh, NC 27608TRUST BUT VERIFY
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