Unclaimed Profile

William Chandler Prewitt

CHARLESTON FINANCIAL ADVISORS, LLC·CHARLESTON, South Carolina

Clean record20 years registeredCHARLESTON FINANCIAL ADVISORS, LLC

4 NORTH ATLANTIC WHARF, SUITE 200, CHARLESTON, SC 29401-2168CRD# 1080362Firm CRD# 137536

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Chandler Prewitt · CHARLESTON, SC

Registration

CRD #1080362 · CHARLESTON FINANCIAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHARLESTON FINANCIAL ADVISORS, LLC

CHARLESTON FINANCIAL ADVISORS, LLC

Jul 2006 – Jan 2025

CHARLESTON, SC

Registrations & Exams

Registration record

First registered · July 13, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHARLESTON FINANCIAL ADVISORS, LLC

CRD 137536 · SEC 801-107090

AUM

$211M

Regulatory assets under management

Employees

595 client accounts

Services offered by CHARLESTON FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHARLESTON FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Chandler Prewitt offer?

William Chandler Prewitt specializes in Financial Planning, Investment Management, Wealth Management.

What are William Chandler Prewitt's credentials?

William Chandler Prewitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Chandler Prewitt located?

William Chandler Prewitt is based in CHARLESTON, South Carolina, last registered with CHARLESTON FINANCIAL ADVISORS, LLC.

How does William Chandler Prewitt charge for services?

William Chandler Prewitt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLESTON FINANCIAL ADVISORS, LLC?

CHARLESTON FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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