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Andrew James Mescon

BALLAST ROCK PRIVATE WEALTH LLC·CHARLESTON, South Carolina
Unclaimed Profile
460 KING STREET, CHARLESTON, SC 29403CRD# 4396288Firm CRD# 322064
01

About

Andrew James Mescon is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with BALLAST ROCK PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BALLAST ROCK PRIVATE WEALTH LLC
BALLAST ROCK PRIVATE WEALTH
AUM
$171M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BALLAST ROCK PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 4396288
Firm CRD# 322064
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew James Mescon offer?
Andrew James Mescon specializes in Financial Planning, Investment Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Andrew James Mescon's credentials?
Andrew James Mescon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew James Mescon located?
Andrew James Mescon is based in CHARLESTON, South Carolina, working with BALLAST ROCK PRIVATE WEALTH LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Andrew James Mescon charge for services?
Andrew James Mescon's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALLAST ROCK PRIVATE WEALTH LLC?
BALLAST ROCK PRIVATE WEALTH LLC has approximately 10 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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