Waypoint Strategic Advisors

Waypoint Strategic Advisors (CRD# 152077) is a financial advisory firm headquartered in Summerville, SC. They manage $130,000,000 in 737 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
10570 Dorchester Rd., Summerville, SC 29485
http://www.waypointus.com
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    737
    ACCOUNTS
  • Average Account Value
    $176,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, LA, MO, NC, NY, SC, TX

Financial Advisors at Waypoint Strategic Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Tyler Campbell, financial advisor Summerville SC
Tyler S. Campbell
CRD#: 6685732
10570 Dorchester Rd., Summerville, SC 29485

Tyler Campbell (CRD# 6685732) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 7 years of experience in the finance industry.

2
Joseph Casselman, financial advisor Summerville SC
Joseph D. Casselman
CRD#: 4658881
10570 Dorchester Rd., Summerville, SC 29485

Joseph Casselman (CRD# 4658881) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 20 years of experience in the finance industry.

3
Benjamin Coakley, financial advisor Summerville SC
Benjamin D. Coakley
CRD#: 5118193
10570 Dorchester Rd., Summerville, SC 29485

Benjamin Coakley (CRD# 5118193) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has 1 year of experience in the finance industry.

4
Matthew Coakley, financial advisor Summerville SC
Matthew S. Coakley
CRD#: 5623537
10570 Dorchester Rd., Summerville, SC 29485

Matthew Coakley (CRD# 5623537) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 15 years of experience in the finance industry.

5
Richard Coakley, financial advisor Summerville SC
Richard E. Coakley
CRD#: 1154814
10570 Dorchester Rd., Summerville, SC 29485

Richard Coakley (CRD# 1154814) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.

6
David Plaisance, financial advisor Summerville SC
David P. Plaisance
CRD#: 2764306
10570 Dorchester Rd., Summerville, SC 29485

David Plaisance (CRD# 2764306) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.

7
Joe Young, financial advisor Summerville SC
Joe E. Young
CRD#: 2769621
10570 Dorchester Rd., Summerville, SC 29485

Joe Young (CRD# 2769621) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.

8
Robert Smith, financial advisor Orangeburg SC
Robert B. Smith
CRD#: 7353348
Orangeburg, SC

Robert Smith (CRD# 7353348) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Orangeburg, SC and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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