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Chantal E. Decker

WEDGE CAPITAL MANAGEMENT LLP
CHARLOTTE, NC 28202-6002
Some features on this profile are disabled
CRD#: 5823106
CD

Professional summary

Chantal Elizabeth Decker, who also goes by Chantal Elizabeth Lyon, is a registered financial advisor currently at WEDGE CAPITAL MANAGEMENT LLP located in Charlotte, North Carolina.

Chantal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Chantal has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chantal Elizabeth Lyon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chantal Elizabeth Decker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 3, 2011 - Present

WEDGE CAPITAL MANAGEMENT LLP

Office #1: 301 South College Street #3800, Charlotte, NC 28202-6002
RIA
CRD#: 106234
CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WEDGE CAPITAL MANAGEMENT LLP
WEDGE CAPITAL MANAGEMENT LLP

CRD#: 106234 / SEC#: 801-29479

RIA
Registered Investment Advisory firm - (3/31/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(5/3/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/2/2011
Uniform Investment Adviser Law Examination

Current Firm

WC
WEDGE CAPITAL MANAGEMENT LLP
WEDGE CAPITAL MANAGEMENT LLP

CRD#: 106234 / SEC#: 801-29479

RIA
Registered Investment Advisory firm - (3/31/1987 Approved)
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Contact information

Main Address
301 South College Street #3800, Charlotte, NC 28202-6002
Mailing Address
Phone number
(704) 334-6475
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEDGE CAPITAL MANAGMENT L.L.P. FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts227
AUM (Assets Under Management)$ 7,652,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEDGE CAPITAL MANAGEMENT LLP

CRD#: 106234Charlotte, NC 28202-6002

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