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Financial ADVSR advisor directory · SEC adviser records

Pendleton Street Advisors, LLC financial advisors in Columbia, SC

Every SEC-registered investment adviser representative at a Pendleton Street Advisors, LLC office in Columbia, A to Z.

The short answer

3 registered advisors work at Pendleton Street Advisors, LLC in Columbia, out of 3 at the firm nationwide; it ranks number 43 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Pendleton Street Advisors, LLC advisors in Columbia, A to Z

Every Pendleton Street Advisors, LLC advisor →

Pendleton Street Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Columbia

All Columbia advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 59Wells Fargo Clearing Services, LLC 55First Citizens Investor Services, Inc. 31Morgan Stanley 31Edward Jones 26Independent Advisor Alliance, LLC 20LPL Financial LLC 20Ameriprise Financial Services, LLC 19State Farm Investment Management Corp. 18Abacus Planning Group, Inc. 13Janney Montgomery Scott LLC 12UBS Financial Services Inc. 12

Questions

How many financial advisors does Pendleton Street Advisors, LLC have in Columbia?

3 investment adviser representatives are registered at Pendleton Street Advisors, LLC offices in Columbia, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Pendleton Street Advisors, LLC one of the largest advisor employers in Columbia?

Pendleton Street Advisors, LLC ranks number 43 in Columbia by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 59.

How do I check a Pendleton Street Advisors, LLC advisor in Columbia?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pendleton Street Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.