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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Folly Beach, SC

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

7 registered advisors work in Folly Beach; the most are at Ground Swell Capital, LLC (5). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Folly Beach

FirmAdvisors in Folly Beach
Ground Swell Capital, LLC5
Morgan Stanley news1
UBS Financial Services Inc. news1

Advisors in Folly Beach, A to Z

Search all of South Carolina →

Other cities in South Carolina

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Greenville 688Columbia 520Fort Mill 498Charleston 399Mount Pleasant 313Myrtle Beach 168Spartanburg 123Mt. Pleasant 122Bluffton 121Summerville 96Rock Hill 83Lexington 82Hilton Head Island 81North Charleston 68Daniel Island 66Florence 62Mt Pleasant 59Aiken 58Greer 58Anderson 55Beaufort 53Simpsonville 50Seneca 40Sumter 36

Questions

How many financial advisors are in Folly Beach, SC?

7 investment adviser representatives are registered at firm offices in Folly Beach, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Folly Beach?

Ground Swell Capital, LLC, with 5 registered advisors in Folly Beach, followed by Morgan Stanley with 1.

How do I check a financial advisor in Folly Beach?

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.