- Triangle Securities Wealth Management, INC. is a Registered Investment Advisor with the Securities and Exchange Commission.
- Our firm is not a custodian. Accounts are held by Schwab Advisor Services, a division of Charles Schwab and Co. Inc.
- Triangle Securities Wealth Management, Inc. is an affiliate of Triangle Securities, LLC.
- Triangle Securities, LLC. is a Member of FINRA. www.finra.org
- Triangle Securities, LLC. is a Member of SIPC, the Securities Investor Protection Corporation .
- Triangle Securities LLC and Triangle Securities Wealth Management LLC have developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business.