TC
TC

Thomas Edward Cartee

20 Years of Experience
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
411 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.2B
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Location

120 Club Oaks Court, Suite 200, Winston-Salem, NC, 27104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thomas is a director at Upper Hand, Inc. This activity is not investment-related.

Employment History
Current Registrations
Sheets Smith Wealth Management
February 2005 - Present · 21 yrs
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
Thomas Edward Cartee - Financial Advisor | TrueAdvisor