DS
DS

Daryl Trenton Stong

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,140 clients
Average Client Portfolio
$948K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2500 Regency Parkway, Cary, NC, 27518

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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

Daryl assists his wife with her online retail business, ScentSimple Candle Co., handling bookkeeping, product sourcing, and overall management. He spends about 10-20% of his time on this activity, mostly during evenings and weekends, and receives no compensation.

Employment History
Current Registrations
Wealthshield Partners, LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Kovack Securities INC.Broker
October 2014 - December 2021 · 7 yrs 2 mos
Harborview Advisors
September 2014 - December 2021 · 7 yrs 3 mos
Cantella & CO., INC.Broker
November 2004 - October 2014 · 9 yrs 11 mos
Cantella & CO., INC.
November 2004 - October 2014 · 9 yrs 11 mos
First Allied Securities, INC.
November 2002 - November 2004 · 2 yrs
First Allied Securities, INC.Broker
November 2002 - November 2004 · 2 yrs
Morgan Stanley
June 2002 - November 2002 · 5 mos
Morgan Stanley Dw INC.Broker
December 1998 - November 2002 · 3 yrs 11 mos
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.
Daryl Trenton Stong - Financial Advisor | TrueAdvisor