Wilmington, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,112,840
ClientsTotal clients
6
AdvisorsAdvisors at this office
2
Of 3 advisors across 2 offices
Location
Wilmington NC
Advisors at this office
2
Advisors at this office
Khalid A
Series 65, Series 66, Series 63
Wilmington, NC
Symphony One Capital Management, LLC
Khalid Al Abid is a financial advisor at Symphony One Capital Management, LLC with two years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. Prior to joining Symphony One, Khalid worked at Equitable Advisors and Wells Fargo. He also served in the United States Marine Corps for four years. Symphony One Capital Management is a state-registered advisory firm that serves individual, high-net-worth, institutional, and financial advisory clients. The firm offers discretionary portfolio management, proprietary quantitative strategies across multiple asset classes, private pooled investment vehicles, and model portfolios with performance-based compensation structures.
Vernon S
Series 65, Series 66
Wilmington, NC
Symphony One Capital Management, LLC
Vernon Schoonover is a financial advisor at Symphony One Capital Management, LLC with Series 65 and Series 66 credentials and two years of industry experience. He has previous experience at TopStep Trader, Mattress Warehouse, Royal Crest Financial, Edward Jones, and Bankers Life. Symphony One Capital Management, LLC is a state-registered advisory firm founded in 2023 that serves individuals, high-net-worth clients, institutions, financial advisory firms, and private pooled investment vehicles. The firm implements proprietary quantitative strategies across multiple asset classes and offers discretionary portfolio management, separately managed accounts, and model portfolios with an emphasis on performance-linked compensation and frequent trading.
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