South State Advisory, Inc.

South State Advisory, Inc. (CRD# 153113) is a financial advisory firm headquartered in Columbia, SC. They manage $2,346,483,727 in 283 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,346
    MILLION
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $8,291,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, FL, GA, MD, NC, NJ, NY, SC, TX, VA

Financial Advisors at South State Advisory, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Jon P. Ahrens
CRD#: 4692975
520 Gervais St, Columbia, SC 29201

Jon Ahrens (CRD# 4692975) is an Investment Advisor Representative working at South State Advisory, Inc. in Columbia, SC and has over 17 years of experience in the finance industry.

2
Brian A. Barker
CRD#: 4263994
200 East Broad Street, Suite 100, Greenville, SC 29601

Brian Barker (CRD# 4263994) is an Investment Advisor Representative working at South State Advisory, Inc. in Greenville, SC and has over 20 years of experience in the finance industry. Brian Barker 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
Frederick K. Dutcher
CRD#: 2590102
520 Gervais St, Columbia, SC 29201

Frederick Dutcher (CRD# 2590102) is an Investment Advisor Representative working at South State Advisory, Inc. in Columbia, SC and has over 25 years of experience in the finance industry.

4
Robert B. Fauntleroy
CRD#: 2105777
4222 Cox Road, Glenn Allen, VA 23060

Robert Fauntleroy (CRD# 2105777) is an Investment Advisor Representative working at South State Advisory, Inc. in Glenn Allen, VA and has over 30 years of experience in the finance industry.

5
Sara A. Johnson
CRD#: 4929363
901 E. Cary St., Suite 210, Richmond, VA 23219

Sara Johnson (CRD# 4929363) is an Investment Advisor Representative working at South State Advisory, Inc. in Richmond, VA and has over 12 years of experience in the finance industry.

6
David M. Kirkpatrick
CRD#: 6578390
520 Gervais St, Columbia, SC 29201

David Kirkpatrick (CRD# 6578390) is an Investment Advisor Representative working at South State Advisory, Inc. in Columbia, SC and has 1 year of experience in the finance industry. David Kirkpatrick 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.

7
Martin C. McWilliams
CRD#: 5350180
520 Gervais Street, Columbia, SC 29201

Martin McWilliams (CRD# 5350180) is an Investment Advisor Representative working at South State Advisory, Inc. in Columbia, SC and has 1 year of experience in the finance industry.

8
Robin S. Roseman
CRD#: 2722217
3515 Wheeler Road, Building B, Augusta, GA 30909

Robin Roseman (CRD# 2722217) is an Investment Advisor Representative working at South State Advisory, Inc. in Augusta, GA and has over 24 years of experience in the finance industry.

9
Matthew C. Day
CRD#: 7130868
200 East Broad Street, Greenville, SC 29601

Matthew Day (CRD# 7130868) is an Investment Advisor Representative working at South State Advisory, Inc. in Greenville, SC and has 1 year of experience in the finance industry.

10
Kyle B. Dwyer
CRD#: 7154060
25 Bull Street, Savannah, GA 31401

Kyle Dwyer (CRD# 7154060) is an Investment Advisor Representative working at South State Advisory, Inc. in Savannah, GA and has 1 year of experience in the finance industry. Kyle Dwyer 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.

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