Paul D. Reynolds

TRIANGLE WEALTH MANAGEMENT

Raleigh, NC 27608

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CRD#: 724280

Professional summary

Paul Deleon Reynolds III, who also goes by Paul Deleon Reynolds, is a registered financial advisor currently at TRIANGLE WEALTH MANAGEMENT located in Raleigh, North Carolina.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Paul has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 28, Series 53, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Deleon Reynolds

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 Paul Deleon Reynolds III'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 21, 2009 - Present

TRIANGLE WEALTH MANAGEMENT

Office #1: 1301 Annapolis Drive, Raleigh, NC 27608

RIA

CRD#: 148156

Raleigh, NC

Past

October 4, 2000 - December 31, 2010

TRIANGLE SECURITIES, LLC

RIA

CRD#: 104039

RALEIGH, NC

Past

August 2, 2000 - December 14, 2018

TRIANGLE SECURITIES, LLC

CRD#: 104039

RALEIGH, NC

Past

October 1, 1999 - September 22, 2000

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

March 16, 1989 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

February 24, 1988 - March 29, 1989

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

NEW YORK, NY

Past

February 23, 1981 - February 24, 1988

CAROLINA SECURITIES CORPORATION

CRD#: 142

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".

TRIANGLE WEALTH MANAGEMENT

TRIANGLE SECURITIES WEALTH MANAGEMENT | TRIANGLE WEALTH MANAGEMENT | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

CRD#: 148156 / SEC#: 801-69531

RIA

Registered Investment Advisory firm - (9/15/2008 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
(5/21/2009)

IAR

Texas
(4/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/4/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/14/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/21/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 28

Date: 7/11/2003

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 53

Date: 3/17/2003

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/12/2000

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 7/8/1986

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

TRIANGLE WEALTH MANAGEMENT

TRIANGLE SECURITIES WEALTH MANAGEMENT | TRIANGLE WEALTH MANAGEMENT | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

CRD#: 148156 / SEC#: 801-69531

RIA

Registered Investment Advisory firm - (9/15/2008 Approved)

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Contact information

Main Address

1301 Annapolis Drive, Raleigh, NC 27608

Mailing Address

Phone number

(919) 838-3221

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts	1,150
AUM (Assets Under Management)	$ 1,202,394,950

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.

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Firm Stability Insights

Paul D. Reynolds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Deleon Reynolds III's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIANGLE SECURITIES, LLC

TRIANGLE SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

THOMSON MCKINNON SECURITIES INC.

CAROLINA SECURITIES CORPORATION

Primary Firm SEC Registration

TRIANGLE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/4/1999

Series 63

Date: 3/14/1986

SIE

Date: 10/1/2018

Series 7

Date: 2/21/1981

Series 28

Date: 7/11/2003

Series 53

Date: 3/17/2003

Series 24

Date: 5/12/2000

Series 8

Date: 7/8/1986

Current Firm

TRIANGLE WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIANGLE WEALTH MANAGEMENT

TRUST BUT VERIFY

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