Fintrust Capital Advisors, LLC
Fintrust Capital Advisors, LLC (CRD# 145460) is a financial advisory firm headquartered in Greenville, SC. They manage $1,724,645,328 in 2,083 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management1,725MILLION
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Total Number of Accounts2,083ACCOUNTS
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Average Account Value$827,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, CA, FL, GA, LA, SC, TX
William Kibler (CRD# 719977) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Anderson, SC and has over 42 years of experience in the finance industry.
David Lewis (CRD# 6154168) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 9 years of experience in the finance industry.
Cassidy Murphy (CRD# 6735935) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 6 years of experience in the finance industry. Cassidy Murphy 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.
Douglas Myers (CRD# 1222302) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Alpharetta, GA and has over 38 years of experience in the finance industry. Douglas Myers 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.
Harry Popper (CRD# 861818) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Macon, GA and has over 11 years of experience in the finance industry.
Donna Rasile (CRD# 1084199) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 37 years of experience in the finance industry.
Richard Sheridan (CRD# 1266071) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Athens, GA and has over 38 years of experience in the finance industry.
Thomas Sheridan (CRD# 6161488) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 10 years of experience in the finance industry.
Valerie Smithey (CRD# 2630429) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 26 years of experience in the finance industry.
Teresa Sylvester (CRD# 6600385) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.