Unclaimed Profile

James Stuart Agostini

DAVINCI FINANCIAL DESIGNS LLC·COLUMBIA, South Carolina

SIE, Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Series 65CFP ChFCClean record22 years registeredDAVINCI FINANCIAL DESIGNS LLC

5301 N. TRENHOLM ROAD, COLUMBIA, SC 29206CRD# 2596320Firm CRD# 163362

Profile Verification

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

Identity

James Stuart Agostini · COLUMBIA, SC

Registration

CRD #2596320 · DAVINCI FINANCIAL DESIGNS LLC · 22 years registered

Brand Profile

Not yet started

Career History

DAVINCI FINANCIAL DESIGNS

May 2012 – present

LPL FINANCIAL LLC

Sep 2012 – Jan 2016

COLUMBIA, SC

FIRST COMMAND FINANCIAL PLANNING, INC.

Sep 2005 – May 2012

COLUMBIA, SC

FIRST COMMAND BANK

Aug 2004 – Sep 2005

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 51

Series 63

Series 65

Registration record

First registered · August 2, 2004

Years registered · 22

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVINCI FINANCIAL DESIGNS LLC

CRD 163362 · SEC 801-80733

AUM

$247M

Regulatory assets under management

Employees

1,751 client accounts

Services offered by DAVINCI FINANCIAL DESIGNS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAVINCI FINANCIAL DESIGNS LLC →

Introduction

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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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