Runey & Associates Wealth Management

Runey & Associates Wealth Management (CRD# 171271) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $77,832,754 in 265 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $293,709
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Runey & Associates Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
James B. Runey III
CRD#: 5212356
761 Coleman Blvd., Suite E, Mount Pleasant, SC 29464

James (Jamie) B. Runey III (CRD# 5212356) is the Founder and CEO of Runey & Associates Wealth Management. He holds a Chartered Financial Analyst (CFA®) designation, a globally recognized and respected appointment in the investment industry. Earning the charter requires demonstrating a minimum of four years of professional investment experience, committing to uphold a comprehensive code of ethics, and passing three levels of rigorous exams that test an advanced curriculum of investment management and analysis skills. He heads the investment management and financial planning sides of the firm.

 

Before founding Runey & Associates, Jamie worked as an investment banker and then ran a private equity firm in China and Singapore. He holds a BS in Mechanical Engineering from the University of South Carolina (USC) and an MBA from the Moore School of Business (USC).

 

Jamie is a native of Charleston, SC, and is married to Linda Runey. They live in Mount Pleasant with their daughter, Gabriella, and son, James. During his free time, Jamie enjoys golfing and spending time with his family and friends.

2
Tyler Peterson
CRD#: 7489555
761 Coleman Blvd., Suite E, Mount Pleasant, SC 29464

Tyler Peterson (CRD# 7489555) is an Investment Advisor Representative working at Runey & Associates Wealth Management in Mount Pleasant, SC and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.