William G. Hedrick

OLD NORTH STATE WEALTH MANAGEMENT

Wilmington, NC 28403

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CRD#: 7255435

Professional summary

William Glen Hedrick is a registered financial advisor currently at OLD NORTH STATE WEALTH MANAGEMENT, LLC located in Wilmington, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) Tech Mahindra Americas, not investment realted, Plano, TX, Project Lead, 01/2018 to Present, Computer Technology, approximately 160 hours per month with 160 hours during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Glen Hedrick'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 13, 2020 - Present

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Office #1: 1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403

RIA

CRD#: 148659

Wilmington, 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".

OLD NORTH STATE WEALTH MANAGEMENT, LLC

OLD NORTH STATE WEALTH MANAGEMENT | OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD#: 148659 / SEC#: 801-69690

RIA

Registered Investment Advisory firm - (10/24/2008 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
(5/13/2020)

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: 3/11/2020

Uniform Investment Adviser Law Examination

Current Firm

OLD NORTH STATE WEALTH MANAGEMENT, LLC

OLD NORTH STATE WEALTH MANAGEMENT | OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD#: 148659 / SEC#: 801-69690

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

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Contact information

Main Address

1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403

Mailing Address

Phone number

(910) 509-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OLD NORTH STATE WEALTH MANAGEMENT BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,062
AUM (Assets Under Management)	$ 384,507,909

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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William G. Hedrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Glen Hedrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

OLD NORTH STATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/2020

Current Firm

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLD NORTH STATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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