Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Mount Pleasant, SC
Every SEC-registered investment adviser representative at a firm office in Mount Pleasant, with the firms that employ the most of them.
The short answer
313 registered advisors work in Mount Pleasant; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (66). 63 list the CFP designation and 209 are also registered broker representatives.
Firms with the most advisors in Mount Pleasant
Advisors in Mount Pleasant, A to Z (first 300 of 313)
CFP advisors in Mount Pleasant →- Jonathan C. AdamsApollon Wealth Management, LLC
- Kirk G. AguerApollon Wealth Management, LLC
- Alexa AlchevskyStrategic Advisers LLC
- Zachary B. AndersonCetera Investment Advisers LLC
- Timothy C. AngelosCreativeone Securities, LLC
- John M. AronsonStrategic Advisers LLC
- Mark AvalloneApollon Wealth Management, LLC · Certified Financial Planner
- William R. AvantSaos Capital, LLC
- Kayla BaileyStrategic Advisers LLC
- Kellie S. BairCetera Investment Advisers LLC
- Garrett D. BakerApollon Wealth Management, LLC
- Joseph M. BakerBaker Asset Management, LLC · Certified Financial Planner
- Matthew J. BaltuchApollon Wealth Management, LLC
- Troy R. BarrentineEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph D. BeaudoinApollon Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Martin A. BeckApollon Financial, LLC · Certified Financial Planner
- Josephine P. BeebeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Claudia P. BellarsBellars Harris Wealth Management · Certified Financial Planner
- Timothy J. BellarsBellars Harris Wealth Management
- John S. BennettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brandon K. BentonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Emma R. BielingStrategic Advisers LLC
- Andrew P. BirgeApollon Wealth Management, LLC
- Brandie D. BlackwellApollon Wealth Management, LLC
- Clarence E. Blanton Jr.LPL Enterprise, LLC · Certified Financial Planner
- Kerry A. BlissSanctuary Advisors, LLC
- Randall L. BlissSanctuary Advisors, LLC · Certified Financial Planner
- Vincent T. Bonavita Jr.LPL Financial LLC
- Chandler J. BontaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Derrick A. BootsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John B. BowenBowen Wealth
- George P. Boyle Jr.Cetera Investment Advisers LLC · Personal Financial Specialist
- Hunter R. BradleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Arthur W. BrandApollon Wealth Management, LLC
- Colten BrewerStrategic Advisers LLC
- Howard A. BridgesStrategic Advisers LLC
- John W. BrockwellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christina T. BrownWells Fargo Clearing Services, LLC
- Lauren BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Erin C. ByerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michelle L. CalalangMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul A. CallanderLPL Financial LLC
- Kevin J. CaputoApollon Wealth Management, LLC · Certified Financial Planner
- Jeffry A. CarmanOsaic Wealth, Inc. · Chartered Financial Consultant
- Anthony R. CaseApollon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher A. CasselApollon Wealth Management, LLC
- Kathryn G. CatalanaTidehaven Wealth, LLC · Certified Financial Planner
- James B. Cates IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan C. CatesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Costa J. ChakerisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ross ChawanskyFlowrate Financial, LLC · Certified Financial Planner
- Richard H. ChinApollon Wealth Management, LLC
- Joseph A. Chornyak Jr.Apollon Wealth Management, LLC · Certified Financial Planner
- Fred S. Claghorn IIILPL Financial LLC · Certified Financial Planner
- Laura H. ClarkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael J. ClementeTruist Advisory Services, Inc.
- James R. Clifford Jr.Cetera Investment Advisers LLC
- Ethan C. CobbLPL Financial LLC
- Amy C. ColeRaymond James Financial Services Advisors, Inc.
- Mary H. Condon MooreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paula Ann ContiWells Fargo Clearing Services, LLC
- John J. CoppolaClient First Advisors, LLC
- Kathleen E. CornMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elizabeth C. CouturierMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew W. CraigWells Fargo Clearing Services, LLC
- Benjamin M. CraneCetera Investment Advisers LLC
- Denise J. CroakeOsaic Wealth, Inc.
- David J. D'AmicoHightower Advisors, LLC
- Matthew L. DaileyImprint Wealth LLC
- Sean DambaughEquitable Advisors, LLC
- Mary R. DaveyLPL Financial LLC
- Paul A. DefrancesApollon Wealth Management, LLC
- Glenn R. DehollanderApollon Financial, LLC · Certified Financial Planner
- Lisa A. DempseyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kurt C. DennerEdward Jones · Certified Financial Planner
- Bradford DespelderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John D. DiefenbachMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Whitney L. DieterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian DiffilyOsaic Wealth, Inc.
- David D. DillinghamWells Fargo Advisors Financial Network, LLC
- Christopher D. DisharoonEdward Jones
- Michael J. DolbergApollon Wealth Management, LLC · Chartered Financial Consultant
- Sophia K. DragerApollon Wealth Management, LLC
- Meredith B. DuffyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Victoria A. DupreStrategic Advisers LLC
- Daniel A. DupuisEquitable Advisors, LLC
- Simeon G. Eaves Jr.Apollon Wealth Management, LLC · Chartered Financial Consultant
- Stephanie M. EikenberryStrategic Advisers LLC
- Jeremy A. Ellisor Sr.Convergent Financial Group
- Jarrod T. ElvisEdward Jones
- Adam D. EpsteinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew C. EricksonConvergent Financial Group
- Sarah ExellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dalton C. FairApollon Wealth Management, LLC
- Granville R. FairchildFlip Flops And Pearls Financial Planning
- Theodore R. FairchildFlip Flops And Pearls Financial Planning
- Chad M. FaustEquitable Advisors, LLC
- Mark E. FellCetera Investment Advisers LLC
- Lewis FicheraEmpower Advisory Group, LLC
- Larry T. FisherJ. Benjamin Financial, LLC
- Jeffrey J. FlammanCapital Analysts
- Erik R. FlegalImprint Wealth LLC
- Ginny FletcherMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew J. FoedererSovereign Financial Group, Inc.
- Erman F. Frazier IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Samantha FroggattCetera Investment Advisers LLC
- Samuel W. GambleSaos Capital, LLC
- Anthony J. GarciaApollon Wealth Management, LLC
- Sean F. GatesApollon Wealth Management, LLC · Certified Financial Planner
- Patrick J. GaulOceanside Advisors LLC · Certified Financial Planner
- Eric D. GauthierApollon Wealth Management, LLC
- Douglas P. GeronOsaic Wealth, Inc.
- John GiannattasioCreative Planning · Certified Financial Planner
- Christopher J. GilbertMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles R. Glasser Jr.Cetera Investment Advisers LLC
- Alan GlennTruist Advisory Services, Inc.
- Robert H. GormanApollon Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gabriel L. GouldMML Investors Services, LLC
- Collin GravesStrategic Advisers LLC
- Dana GreathouseApollon Wealth Management, LLC
- Lindsey D. GreenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael P. GreenApollon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- James T. GroganCetera Investment Advisers LLC
- David C. GrossmanApollon Wealth Management, LLC
- Michael W. GruenebergerTidehaven Wealth, LLC
- William F. GundersonGunderson Capital Management
- Francis M. GutrichApollon Financial, LLC
- Robert D. HaggardApollon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael J. HakimiBlack Dog Financial Planning LLC · Certified Financial Planner
- Melissa C. HallmarkApollon Wealth Management, LLC · Certified Financial Planner
- Andrea A. HardyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mary Beth HarlowWells Fargo Clearing Services, LLC
- Brian J. HartmannOsaic Wealth, Inc.
- Karen A. HartzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Linda F. HayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dalton E. HeffelOsaic Wealth, Inc. · Certified Financial Planner
- Jacob L. HermansTruist Advisory Services, Inc. · Certified Financial Planner
- Saleah T. HewittRaymond James Financial Services Advisors, Inc.
- Craig P. HoffmanCambridge Investment Research Advisors, Inc.
- Jonathan A. HoffmanLPL Financial LLC
- Holly K. HollarStrategic Advisers LLC · Certified Financial Planner
- George T. Holmes IVEquitable Advisors, LLC
- Caroline K. HoltColumbia Management Investment Advisers, LLC
- Meredith P. HoltonApollon Wealth Management, LLC
- Aulden M. HopperSaos Capital, LLC
- Melissa HorneStrategic Advisers LLC · Certified Financial Planner
- McKenna R. HoughMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Zachary HowesTransamerica Retirement Advisors, LLC
- John B. HuddlestonTelos Capital Partners
- Dustin J. Hughes360 Financial Partners, LLC
- Susan J. Hunter5c Capital Management, LLC · Certified Financial Planner
- Kassi A. HydeApollon Wealth Management, LLC · Chartered Financial Consultant
- Christopher InterrantePark Avenue Securities LLC
- Mary E. IvyGordon Financial · Certified Financial Planner
- Shannon R. JacksonWells Fargo Clearing Services, LLC
- Andrew C. JaffeeApollon Wealth Management, LLC · Certified Financial Planner
- Taylor J. JanoskieCetera Investment Advisers LLC
- Matthew JellisonGunderson Capital Management · Certified Financial Planner
- Kyle JensenApollon Wealth Management, LLC · Certified Financial Planner
- Colin A. JohannessenEquitable Advisors, LLC
- Allen H. JohnsonApollon Wealth Management, LLC
- Eugene G. Johnson IVRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Matthew JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Aymen KaboubApollon Wealth Management, LLC
- Zachary D. KallickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew KaneApollon Wealth Management, LLC
- Paul E. KarnesOsaic Wealth, Inc.
- Jeffery M. KeczanTruist Advisory Services, Inc.
- George W. Kellner Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- James KempsonTelos Capital Partners
- Bryan P. KeorletEdelman Financial Engines · Chartered Financial Analyst
- Justin K. KiddyCetera Investment Advisers LLC · Personal Financial Specialist
- Adam N. KingApollon Wealth Management, LLC
- Kayla C. KingWealth Enhancement Advisory Services, LLC
- Steven B. KingsleyKingsley Financial · Certified Financial Planner
- Elizabeth S. KramerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Johann R. KrollOceanside Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Jan B. KuhaJ. Benjamin Financial, LLC
- Barry J. Kyte Jr.Gunderson Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Jyh-Yee LanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James S. LasherEagle Strategies LLC · Chartered Financial Consultant
- Huy LeEquitable Advisors, LLC
- Graeme LeeKestra Advisory Services, LLC
- Michael E. Lewis IIApollon Wealth Management, LLC · Certified Financial Planner
- Michael LilleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charlotte LittletonEquitable Advisors, LLC
- Alvin M. Lowry Jr.Cambridge Investment Research Advisors, Inc.
- Sean R. LudwickLPL Financial LLC
- Alexandra G. LundgrenApollon Wealth Management, LLC
- Brett MackoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard L. MalinowskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David MarionWells Fargo Advisors Financial Network, LLC
- Tyson M. MarlowQuartz Partners Investment Management
- Daniel A. MarnikApollon Wealth Management, LLC
- Kim M. MartinApollon Wealth Management, LLC
- Joseph L. MartinezThrivent Investment Management Inc.
- Manuel A. MartinezCharleston Wealth Advisors · Certified Financial Planner
- Manila MathurMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brooks McCartneyNewedge Advisors
- Gordon M. McCayStrategic Advisers LLC · Certified Financial Planner
- Kevin P. McCullochMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kristen L. McKeownApollon Wealth Management, LLC · Chartered Financial Consultant
- Leo J. McLaughlinWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kendall MeadeSofi Wealth LLC · Certified Financial Planner
- James B. Mellette IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacob H. MillerWells Fargo Clearing Services, LLC
- Joseph L. MillerStrategic Advisers LLC
- William J. Milton Jr.Equitable Advisors, LLC
- Marina C. MirolliApollon Wealth Management, LLC
- Bianca C. MooreD.A. Davidson & Co.
- James D. MooreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rhetta C. MooreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James T. MorrisMorris Financial Concepts, Inc.
- Kevin M. Mulkern Jr.UBS Financial Services Inc.
- Vicente J. Munoz ReyesMML Investors Services, LLC
- Lisa A. NeeSavvy
- Benjamin NesvoldEdward Jones · Certified Financial Planner
- Jason G. NobleDynamic · Certified Financial Planner
- Karen N. NoethenWells Fargo Clearing Services, LLC
- Brett NowatskeApollon Wealth Management, LLC · Certified Financial Planner
- Patrick J. O'BrienEdward Jones · Certified Financial Planner
- Cynthia P. OchalApollon Wealth Management, LLC · Certified Financial Planner
- Michael W. OutlawRockefeller Capital Management
- James J. PalysApollon Wealth Management, LLC · Certified Financial Planner
- Daniel ParsonsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Luke T. PartonAdaptive Financial Consulting, LLC · Chartered Financial Consultant
- Megan E. PattersonEdward Jones
- Nicholas R. PattersonTruist Advisory Services, Inc.
- Nicholas C. PaviaApollon Wealth Management, LLC
- Brianna PedrazaTruist Advisory Services, Inc.
- Julianna R. PeeplesBelpointe Asset Management LLC
- Daniel G. PeguesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John C. Pernell Jr.Polaris Investment Partners, Inc.
- Patrick F. PetersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tyler PetersonRuney & Associates Wealth Management · Certified Financial Planner
- James B. Plair Jr.Equitable Advisors, LLC · Chartered Financial Consultant
- Jarad T. PlummerMML Investors Services, LLC
- Anthony D. PolichemiBNY Mellon Securities Corporation
- Gavin R. PucciarelloApollon Wealth Management, LLC
- Leslie J. PuckhaberMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Seth A. RadowApollon Wealth Management, LLC
- George P. Ramsay IITelos Capital Partners · Certified Financial Planner
- Susan E. RandolphMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bradford J. RawlingsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew T. RaynorPrincipal Asset Management
- John J. ReganTruist Advisory Services, Inc.
- Josh J. RendaApollon Wealth Management, LLC · Certified Financial Planner
- Gerald H. RickenbakerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer RitzLPL Financial LLC
- Gary RivanoStrategic Advisers LLC · Certified Financial Planner
- Dory A. RodriguezApollon Financial, LLC · Certified Financial Planner
- Karissa L. RuckiStrategic Advisers LLC
- Robert J. RuelleApollon Financial, LLC · Chartered Financial Consultant
- James B. Runey IIIRuney & Associates Wealth Management · Chartered Financial Analyst
- Craig D. RuschApollon Wealth Management, LLC
- Scott F. SaadMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nahal Sabbagh KermaniApollon Wealth Management, LLC
- John M. SammutIndependent Financial Partners
- Conrad W. Sanders IIICambridge Investment Research Advisors, Inc.
- Jonathan M. ScheriffRBC Capital Markets, LLC
- Nicholas G. SchilkeyOceanside Advisors LLC
- Andrew J. SchmidtApollon Wealth Management, LLC
- Tyler ScottMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Taylor SeffelsWells Fargo Clearing Services, LLC
- Cynthia M. SellersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christine M. SenglaubApollon Wealth Management, LLC
- Jeffrey W. SenglaubApollon Wealth Management, LLC
- Hayden SewellEdward Jones · Certified Financial Planner
- James D. Sharp Jr.Ameriprise Financial Services, LLC
- Jeffrey A. SilvermanNorthstar Advisory Group, LLC
- Mark J. SimmsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Navarone F. SimpsonArmstrong Dixon · Certified Financial Planner
- Palmer L. Skoglund IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Erica R. SmithBeacon Pointe Advisors, LLC · Certified Financial Planner
- Connor N. StanleyApollon Wealth Management, LLC
- Eric N. SternerApollon Financial, LLC · Chartered Financial Analyst
- Mark D. StevensSnowden Capital Advisors LLC
- Tyson R. StrachanOceanside Advisors LLC
- Johnny D. StricklandTruist Advisory Services, Inc.
- Joshua C. StrimpleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric M. TalbottApollon Wealth Management, LLC
- Patrick G. TangApollon Wealth Management, LLC
- Randall D. Teegardin360 Financial Partners, LLC
- Alexandria TrullLPL Enterprise, LLC
- Stephen G. TuckerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David G. TurnerApollon Financial, LLC · Certified Financial Planner
- Seth TwisdaleTruist Advisory Services, Inc.
- Anna Van BourgondienStrategic Advisers LLC
- David L. Van Rensselaer Jr.360 Financial Partners, LLC
- Paul R. VannattaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John J. VansantFidelis Wealth Advisors
- Jan P. VecerkaApollon Wealth Management, LLC · Certified Financial Planner
- Quintina N. WallaceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steve E. WardBelpointe Asset Management LLC
- Kirk H. WeichselMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John E. Welch IIFlagship Harbor Advisors, LLC
- William C. Wennberg Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher J. WerdenCetera Investment Advisers LLC
- Timothy B. WhiteVanderbilt Advisory Services
- Ryan B. WibberleyApollon Wealth Management, LLC
Other cities in South Carolina
All of South Carolina →Greenville 688Columbia 520Fort Mill 498Charleston 399Myrtle 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 36Pawleys Island 30
Questions
How many financial advisors are in Mount Pleasant, SC?
313 investment adviser representatives are registered at firm offices in Mount Pleasant, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 209 of them are also registered as broker representatives, and 63 list the CFP designation.
Which firm has the most financial advisors in Mount Pleasant?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 66 registered advisors in Mount Pleasant, followed by Apollon Wealth Management, LLC with 62.
How do I check a financial advisor in Mount Pleasant?
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.