Anna H. Winger
SOLLINDA CAPITAL MANAGEMENT LLC
Hickory, NC 28601
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CRD#: 6190459
Professional summary
Anna Huffman Winger, CFP®, who also goes by Anna Winger, is a registered financial advisor currently at SOLLINDA CAPITAL MANAGEMENT LLC located in Hickory, North Carolina.
Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Anna has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anna Winger
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.
1. HERITAGE LAW. ATTORNEY. 200 1ST AVENUE NW, #304, HICKORY, NC 28601. ESTATE PLANNING, ELDER LAW, BUSINESS LAW. NOT INVESTMENT RELATED. STARTED 12/2018. 40 HRS/WK, 30 DURING NORMAL TRADING HRS.
2. WB FINANCIAL, LLC. MEMBER. 200 1ST AVE NW, STE 304, HICKORY, NC 28601. NOT INVESTMENT RELATED. STARTED 2019. MANAGEMENT AND ADMINISTRATIVE DUTIES FOR PASS-THROUGH ENTITY FOR INSURANCE, ASSET MANAGEMENT BUSINESS. 0 HRS/WEEK.
3. 99 HOLDINGS, LLC. OWNER/MANAGER. STARTED 4/2020. 1521 FRIENDSHIP CHURCH RD, BOONE, NC 28607. HOLDING COMPANY FOR REAL ESTATE, OWNS 25% OF 321 KING STREET, LLC. NOT INVESTMENT RELATED. 1 HR/WK, 0 HRS DURING NORMAL TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Anna Huffman Winger's 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®
CFP®
Start date: 2013
Experience
Current
November 3, 2023 - Present
SOLLINDA CAPITAL MANAGEMENT LLC
Office #1: 200 First Ave Nw Suite 303, Hickory, NC 28601RIA
CRD#: 321742
Hickory, NC
Past
March 21, 2019 - November 3, 2023
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 149124
HICKORY, NC
Past
May 15, 2013 - January 7, 2014
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 149124
RALEIGH, 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".
SC
SOLLINDA CAPITAL MANAGEMENT LLC
BOGUE SOUND FINANCIAL | SOLLINDA FAMILY OFFICE | SOLLINDA CAPITAL MANAGEMENT LLC | MUMY FINANCIAL | MCCULLOUGH FINANCIAL GROUP | COWAN FINANCIAL GROUP | CAPITAL INVESTMENT COMPANY OF VIRGINIA | BRS FINANCIAL
CRD#: 321742 / SEC#: 801-127144
RIA
Registered Investment Advisory firm - (1/10/2023 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(11/3/2023)
Exams
Current Firm
SC
SOLLINDA CAPITAL MANAGEMENT LLC
BOGUE SOUND FINANCIAL | SOLLINDA FAMILY OFFICE | SOLLINDA CAPITAL MANAGEMENT LLC | MUMY FINANCIAL | MCCULLOUGH FINANCIAL GROUP | COWAN FINANCIAL GROUP | CAPITAL INVESTMENT COMPANY OF VIRGINIA | BRS FINANCIAL
CRD#: 321742 / SEC#: 801-127144
RIA
Registered Investment Advisory firm - (1/10/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1111 Brickell Ave 10th Floor, Suite 68, Miami, FL 33131
Mailing Address
200 First Ave. Nw Suite 303a, Hickory, NC 28601
Phone number
(844) 662-1211
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,506 |
| AUM (Assets Under Management) | $ 909,386,653 |
Red Flags
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Company Information
SOLLINDA CAPITAL MANAGEMENT LLC
CRD#: 321742Hickory, NC 28601TRUST BUT VERIFY
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