Ballast Rock Private Wealth
Ballast Rock Private Wealth (CRD# 322064) is a financial advisory firm headquartered in Charleston, SC. They manage $170,558,268 in 407 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management171MILLION
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Total Number of Accounts407ACCOUNTS
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Average Account Value$419,062
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, IL, NY, SC, TX, WA
Scott McClatchey (CRD# 5116709) is an Investment Advisor Representative working at Ballast Rock Private Wealth in Carlsbad, CA and has over 18 years of experience in the finance industry.
Jason Thonssen (CRD# 6920088) is an Investment Advisor Representative working at Ballast Rock Private Wealth in Kirkland, WA and has over 6 years of experience in the finance industry.
Christian Salomone (CRD# 3110535) is an Investment Advisor Representative working at Ballast Rock Private Wealth in Charleston, SC and has over 25 years of experience in the finance industry.