Charleston Financial Advisors, LLC

Charleston Financial Advisors, LLC (CRD# 137536) is a financial advisory firm headquartered in Charleston, SC. They manage $210,709,306 in 595 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4 North Atlantic Wharf, Suite 200, Charleston, SC 29401
http://www.charlestonfinancial.net
By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $354,133
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, SC, TX

Financial Advisors at Charleston Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Diane Blackwelder, financial advisor Charleston SC
Diane H. Blackwelder
CRD#: 2246611
4 North Atlantic Wharf, Suite 200, Charleston, SC 29401

Diane Blackwelder (CRD# 2246611) is an Investment Advisor Representative working at Charleston Financial Advisors, LLC in Charleston, SC and has over 27 years of experience in the finance industry.

2
Myles Brandt, financial advisor Charleston SC
Myles B. Brandt
CRD#: 5637391
4 North Atlantic Wharf, Suite 200, Charleston, SC 29401

Myles Brandt (CRD# 5637391) is an Investment Advisor Representative working at Charleston Financial Advisors, LLC in Charleston, SC and has over 15 years of experience in the finance industry.

3
William Prewitt, financial advisor Charleston SC
William C. Prewitt
CRD#: 1080362
4 North Atlantic Wharf, Suite 200, Charleston, SC 29401

William Prewitt (CRD# 1080362) is an Investment Advisor Representative working at Charleston Financial Advisors, LLC in Charleston, SC and has 1 year of experience in the finance industry.

4
Stuart Pyne, financial advisor Charleston SC
Stuart M. Pyne
CRD#: 6649735
4 North Atlantic Wharf, Suite 200, Charleston, SC 29401

Stuart Pyne (CRD# 6649735) is an Investment Advisor Representative working at Charleston Financial Advisors, LLC in Charleston, SC and has over 7 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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