Trent Sheets is a CFP-designated registered investment advisor at Sheets Smith Wealth Management, based in Atlanta, GA, with 16 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 423 clients with $1.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1100 Peachtree St., NE, Suite 200, Atlanta, GA, 30309
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Sheets Smith Wealth Management
Previous Registrations
E*trade Capital Management, LLC
Ameriprise Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Lauren Baccari, CFPHb Wealth
- Dean Morris, CFACornerstone Investment Partners, LLC
- Michael Mueller, CFPSmith & Howard Wealth Management, LLC
- Ryan Mccafferty, CFPLarge and Gilbert Wealth Advisory
- Timothy Johnson, CFPLido
- Duncan Edwards, CFPCibc Private Wealth Advisors, INC.