Davinci Financial Designs

Davinci Financial Designs (CRD# 163362) is a financial advisory firm headquartered in Columbia, SC. They manage $206,315,084 in 2,620 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    2,620
    ACCOUNTS
  • Average Account Value
    $78,746
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, DC, FL, GA, HI, KY, LA, MD, NC, NJ, NY, PA, SC, TX, VA, WA

Financial Advisors at Davinci Financial Designs
Showing 1 - 10 of 12 top financial advisors.
1
James S. Agostini
CRD#: 2596320
3200 Devine Street, Suite 200, Columbia, SC 29205
96
Wealthminder
score

James Agostini (CRD# 2596320) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 22 years of experience in the finance industry. James Agostini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Eric K. Bressman
CRD#: 4742130
8280 Willow Oaks Corporate Drive, Suite 600, Fairfax, VA 22031
96
Wealthminder
score

Eric Bressman (CRD# 4742130) is an Investment Advisor Representative working at Davinci Financial Designs in Fairfax, VA and has over 13 years of experience in the finance industry. Eric Bressman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Patrick P. Burgess
CRD#: 4039255
3200 Devine St, Suite 200, Columbia, SC 29205
96
Wealthminder
score

Patrick Burgess (CRD# 4039255) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 18 years of experience in the finance industry. Patrick Burgess has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeb S. Zoller
CRD#: 4622591
3200 Devine St, Suite 200, Columbia, SC 29205
96
Wealthminder
score

Jeb Zoller (CRD# 4622591) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 14 years of experience in the finance industry. Jeb Zoller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kirk H. Baur
CRD#: 2957374
100e Centre Blvd., Marlton, NJ 08053
93
Wealthminder
score

Kirk Baur (CRD# 2957374) is an Investment Advisor Representative working at Davinci Financial Designs in Marlton, NJ and has over 20 years of experience in the finance industry.

6
Claudia S. Bressman
CRD#: 4614232
3200 Devine St, Suite 200, Columbia, SC 29205
93
Wealthminder
score

Claudia Bressman (CRD# 4614232) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 14 years of experience in the finance industry.

7
Ramona M. Santos-Ojeda
CRD#: 4141340
3200 Devine Street, Suite 200, Columbia, SC 29205
93
Wealthminder
score

Ramona Santos-Ojeda (CRD# 4141340) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 17 years of experience in the finance industry.

8
Stephen E. Simmons
CRD#: 868997
3200 Devine St, Suite 200, Columbia, SC 29205
93
Wealthminder
score

Stephen Simmons (CRD# 868997) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 27 years of experience in the finance industry.

9
Thomas H. Trant
CRD#: 2472211
One Compass Way, Suite 225, Newport News, VA 23606
93
Wealthminder
score

Thomas Trant (CRD# 2472211) is an Investment Advisor Representative working at Davinci Financial Designs in Newport News, VA and has over 23 years of experience in the finance industry.

10
Bradford J. Wilson
CRD#: 5660253
3200 Devine St, Suite 200, Columbia, SC 29205
93
Wealthminder
score

Bradford Wilson (CRD# 5660253) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 8 years of experience in the finance industry.

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