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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Daniel Island, SC

Every SEC-registered investment adviser representative at a firm office in Daniel Island, with the firms that employ the most of them.

The short answer

66 registered advisors work in Daniel Island; the most are at Cetera Investment Advisers LLC (23). 8 list the CFP designation and 45 are also registered broker representatives.

Firms with the most advisors in Daniel Island

FirmAdvisors in Daniel Island
Cetera Investment Advisers LLC news23
Curran Financial Partners, LLC12
LPL Financial LLC news6
Ameriprise Financial Services, LLC news4
W&S Brokerage Services, Inc.4
Harbour Wealth Management Group, Inc.3
Daniel Island Wealth Management, LLC2
Southstate Private Capital Management LLC2
Carswell Investments, LLC1
Commonwealth Financial Network news1
Eagles Coast Wealth Management, LLC1
Equitable Advisors, LLC news1
Independent Financial Partners1
Morgan Stanley news1
Oneseven1
Raymond James Financial Services Advisors, Inc. news1
Reconstructing Wealth1
Sherman Financial & Wealth Management1

Advisors in Daniel Island, A to Z

CFP advisors in Daniel Island →

Other cities in South Carolina

All of South Carolina →

Greenville 688Columbia 520Fort Mill 498Charleston 399Mount Pleasant 313Myrtle Beach 168Spartanburg 123Mt. Pleasant 122Bluffton 121Summerville 96Rock Hill 83Lexington 82Hilton Head Island 81North Charleston 68Florence 62Mt Pleasant 59Aiken 58Greer 58Anderson 55Beaufort 53Simpsonville 50Seneca 40Sumter 36Pawleys Island 30

Questions

How many financial advisors are in Daniel Island, SC?

66 investment adviser representatives are registered at firm offices in Daniel Island, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 45 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Daniel Island?

Cetera Investment Advisers LLC, with 23 registered advisors in Daniel Island, followed by Curran Financial Partners, LLC with 12.

How do I check a financial advisor in Daniel Island?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.