David Van Rensselaer, financial advisor Mount Pleasant SC

David Van Rensselaer

CRD Number: 5440950
Current Firm: 360 Financial Partners, LLC

David Van Rensselaer (CRD# 5440950) is an Investment Advisor Representative working at 360 Financial Partners, LLC in Mount Pleasant, SC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Stonex Securities Inc. Mount Pleasant, SC Apr 2014 - Current 9
360 Financial Partners, LLC Mt. Pleasant, SC Apr 2014 - Current 9
Next Financial Group Inc. Mt. Pleasant, SC Nov 2012 - Apr 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for David L. Van Rensselaer
Phone Number: 843-216-1077
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    135
    MILLIONS
  • Total Number of Accounts
    514
    ACCOUNTS
  • Average Account Value
    $261,995
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

GA, LA, NC, SC, TX

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