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Jeremy Samuel Elliott

ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC·GREENVILLE, South Carolina
Clean recordELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC
124 VERDAE BLVD, GREENVILLE, SC 29607CRD# 2419751Firm CRD# 139887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Samuel Elliott · GREENVILLE, SC
Registration
CRD #2419751 · ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeremy Samuel Elliott is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINTRUST INVESTMENT ADVISORY SERVICES, LLC
FINTRUST INVESTMENT ADVISORY SERVICES, LLC
AUM
$410M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at FINTRUST INVESTMENT ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2419751
Firm CRD# 139887
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy Samuel Elliott offer?
Jeremy Samuel Elliott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Jeremy Samuel Elliott's credentials?
Jeremy Samuel Elliott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Samuel Elliott located?
Jeremy Samuel Elliott is based in GREENVILLE, South Carolina, working with ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Jeremy Samuel Elliott charge for services?
Jeremy Samuel Elliott's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC?
ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC has approximately 24 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC

Kenneth Joseph Vilcheck
GREENVILLE, SC

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Research
Advisor Fees in South CarolinaNational Fee Analysis
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