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James Stuart Agostini

DAVINCI FINANCIAL DESIGNS LLC·COLUMBIA, South Carolina
Unclaimed Profile
5301 N. TRENHOLM ROAD, COLUMBIA, SC 29206CRD# 2596320Firm CRD# 163362
01

About

James Stuart Agostini is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with DAVINCI FINANCIAL DESIGNS 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
DAVINCI FINANCIAL DESIGNS LLC
DAVINCI FINANCIAL DESIGNS
AUM
$247M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at DAVINCI FINANCIAL DESIGNS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2596320
Firm CRD# 163362
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Stuart Agostini offer?
James Stuart Agostini specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are James Stuart Agostini's credentials?
James Stuart Agostini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Stuart Agostini located?
James Stuart Agostini is based in COLUMBIA, South Carolina, working with DAVINCI FINANCIAL DESIGNS LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does James Stuart Agostini charge for services?
James Stuart Agostini'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 DAVINCI FINANCIAL DESIGNS LLC?
DAVINCI FINANCIAL DESIGNS LLC has approximately 9 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBIA
Jeb Stuart Zoller — DAVINCI FINANCIAL DESIGNS LLCCheryl Rene Holland — ABACUS PLANNING GROUP, INC.Charles Warren Hammer — ABACUS PLANNING GROUP, INC.Fowler William Cary — CCM INVESTMENT ADVISERS, LLCJoy Jones Watkins — ANCHOR INVESTMENT MANAGEMENT, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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