Investment adviser representative · Foundations Investment Advisors LLC
Aden K. Partee
CRD 7729169 · Greenville, SC
At a glance
Aden K. Partee is an investment adviser representative with Foundations Investment Advisors LLC in Greenville, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aden’s SEC record dates to 2024, about 2 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Foundations Investment Advisors LLCSince September 2026Greenville, SC · $10B in regulatory assets
- Alloy Investment ManagementSince May 2026Greenville, SC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Aden’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.