Michelle McCarthy is not listed as a control person, but directly owns under 5% of Cannon Wealth Management Services.
Cannon Wealth Management Services is an investment adviser based in Winston Salem, NC, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and other clients. Its regulatory assets under management total $245 million, as filed on 30 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7682269
- Firm
- Cannon Wealth Management Services · CRD 323302
- Role
- Chief Compliance Officer
- In role since
- December 2022 · 3 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Winston Salem, NC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Michelle McCarthy work?
Michelle McCarthy has been Chief Compliance Officer of Cannon Wealth Management Services, LLC since December 2022.
How can I verify Michelle McCarthy’s record?
Michelle McCarthy’s role is listed on Cannon Wealth Management Services, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 323302.
