Greenwood Capital Associates, LLC

Greenwood Capital Associates, LLC (CRD# 115015) is a financial advisory firm headquartered in Greenwood, SC. They manage $1,495,477,486 in 714 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,495
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $2,094,506
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, LA, NC, NY, SC, TX, VA

Financial Advisors at Greenwood Capital Associates, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Melissa D. Bane
CRD#: 6200088
201 West Mcbee Avenue, Greenville, SC 29601

Melissa Bane (CRD# 6200088) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has 1 year of experience in the finance industry.

2
Justin R. Bartanus
CRD#: 7005996
201 West Mcbee Avenue, Suite 300, Greenville, SC 29601

Justin Bartanus (CRD# 7005996) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 5 years of experience in the finance industry.

3
Claud W. Bond
CRD#: 5608928
425 Main Street, Suite 100, Greenwood, SC 29646

Claud Bond (CRD# 5608928) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 20 years of experience in the finance industry.

4
John W. Cooper
CRD#: 2806530
425 Main Street, Suite 100, Greenwood, SC 29646

John Cooper (CRD# 2806530) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 26 years of experience in the finance industry.

5
William M. Coxe
CRD#: 2620753
201 West Mcbee Avenue, Suite 300, Greenville, SC 29601

William Coxe (CRD# 2620753) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 28 years of experience in the finance industry.

6
John R. Decker
CRD#: 6004461
201 West Mcbee Avenue, Suite 300, Greenville, SC 29601

John Decker (CRD# 6004461) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has 1 year of experience in the finance industry.

7
Brian L. Disher
CRD#: 4535814
201 West Mcbee Avenue, Greenville, SC 29601

Brian Disher (CRD# 4535814) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 21 years of experience in the finance industry.

8
David A. Halloran
CRD#: 1455336
201 West Mcbee Ave, Greenville, SC 29601

David Halloran (CRD# 1455336) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 38 years of experience in the finance industry.

9
Denise H. Lollis
CRD#: 6261160
425 Main Street, Suite 100, Greenwood, SC 29646

Denise Lollis (CRD# 6261160) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 5 years of experience in the finance industry.

10
Quintin A. Pile
CRD#: 6694071
201 West Mcbee Avenue, Suite 300, Greenville, SC 29601

Quintin Pile (CRD# 6694071) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 5 years of experience in the finance industry.

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