Davinci Financial Designs

Davinci Financial Designs (CRD# 163362) is a financial advisory firm headquartered in Columbia, SC. They manage $261,327,981 in 3,019 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    3,019
    ACCOUNTS
  • Average Account Value
    $86,561
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.

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

Financial Advisors at Davinci Financial Designs
Showing 1 - 10 of 16 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
3200 Devine St, Suite 200, Columbia, SC 29205
96
Wealthminder
score

Eric Bressman (CRD# 4742130) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 14 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
Joachim W. Exner
CRD#: 4706319
3200 Devine St, Suite 200, Columbia, SC 29205
96
Wealthminder
score

Joachim Exner (CRD# 4706319) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 14 years of experience in the finance industry.

5
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 15 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.

6
Kirk H. Baur
CRD#: 2957374
102b 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.

7
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 15 years of experience in the finance industry.

8
Claudia Exner
CRD#: 5417119
5680 King Centre Drive, Suite 600, Alexandria, VA 22315
93
Wealthminder
score

Claudia Exner (CRD# 5417119) is an Investment Advisor Representative working at Davinci Financial Designs in Alexandria, VA and has over 9 years of experience in the finance industry.

9
Ramona M. Santos
CRD#: 4141340
3200 Devine St, Suite 200, Columbia, SC 29205
93
Wealthminder
score

Ramona Santos (CRD# 4141340) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 18 years of experience in the finance industry.

10
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 28 years of experience in the finance industry.

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