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Preston Waldrop

4 Years of Experience
Raleigh, NC
1 DisclosureBroker

Preston Waldrop is a registered investment advisor at Hatteras Investment Partners, LP, based in Raleigh, NC, with 4 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
7 clients
Average Client Portfolio
$26.8M average
Assets Under Management
$187.8M

Fee Structure

Investment management only (planning not offered)

Hatteras Investment Partners manages various funds and charges management fees, administration fees, and servicing fees, as well as performance allocations (incentive fees) depending on the fund. These fees are paid by the funds, not directly by individual investors. Hatteras does not provide advisory services directly to individuals.

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Location

8510 Colonnade Center Drive, Suite 150, Raleigh, NC, 27615

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History

Regulatory History (1)
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Criminal
June 2006
Final Disposition
Employment History
Current Registrations
Hatteras Investment Partners, LP
February 2022 - Present · 4 yrs 3 mos
Hatteras Capital Distributors, LLCBroker
September 2021 - Present · 4 yrs 8 mos
State Registrations21 states
ALARIAILINKSKYLAMIMNMOMSNCNDNEOHOKSDTNTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Preston Waldrop - Financial Advisor | TrueAdvisor