Bna Wealth

Bna Wealth (CRD# 39326) is a financial advisory firm headquartered in Rock Hill, SC. They manage $380,484,711 in 424 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

596 Herrons Ferry Road, Suite 300, Rock Hill, SC 29730

By the Numbers

Total Assets Under Management

380

MILLION
Total Number of Accounts

424

ACCOUNTS
Average Account Value

$897,370

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
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Bna Wealth

Showing 1 - 2 of 2 top financial advisors.

Adam E. Ackerman

CRD#: 6447420

596 Herrons Ferry Road, Suite 300, Rock Hill, SC 29730

Adam Ackerman (CRD# 6447420) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 9 years of experience in the finance industry.

Bernard N. Ackerman

CRD#: 3103002

596 Herrons Ferry Road, Suite 300, Rock Hill, SC 29730

Bernard Ackerman (CRD# 3103002) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 24 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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