Unclaimed Profile

Gary Gordon Dannelly

ANCHOR INVESTMENT MANAGEMENT, LLC·COLUMBIA, South Carolina

Series 7, Series 63, Series 65Clean record26 years registeredANCHOR INVESTMENT MANAGEMENT, LLC

3205 DEVINE STREET, COLUMBIA, SC 29205CRD# 838138Firm CRD# 135296

Profile Verification

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

Identity

Gary Gordon Dannelly · COLUMBIA, SC

Registration

CRD #838138 · ANCHOR INVESTMENT MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANCHOR INVESTMENT MANAGEMENT, LLC

ANCHOR INVESTMENT MANAGEMENT

Jun 2010 – Aug 2018

COLUMBIA, SC

UBS FINANCIAL SERVICES INC.

Aug 2000 – Jun 2010

COLUMBIA, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 12, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANCHOR INVESTMENT MANAGEMENT, LLC

CRD 135296 · SEC 801-64338

AUM

$1.2B

Regulatory assets under management

Employees

1,922 client accounts

Services offered by ANCHOR INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ANCHOR INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Gordon Dannelly offer?

Gary Gordon Dannelly specializes in Financial Planning, Investment Management.

What are Gary Gordon Dannelly's credentials?

Gary Gordon Dannelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Gordon Dannelly located?

Gary Gordon Dannelly is based in COLUMBIA, South Carolina, last registered with ANCHOR INVESTMENT MANAGEMENT, LLC.

How does Gary Gordon Dannelly charge for services?

Gary Gordon Dannelly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANCHOR INVESTMENT MANAGEMENT, LLC?

ANCHOR INVESTMENT MANAGEMENT, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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