Unclaimed Profile

Jeremy Samuel Elliott

ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC·GREENVILLE, South Carolina

SIE, Series 7, Series 24, Series 28, Series 63, Series 66, Series 99TOClean record23 years registeredELLIOTT 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Jul 2025

GREENVILLE, SC

NFP ADVISOR SERVICES, LLC

May 2012 – Sep 2016

GREENVILLE, SC

ELLIOTT DAVIS INVESTMENT ADVISORS

Jun 2009 – May 2012

GREENVILLE, SC

ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC

Jan 2003 – Jun 2009

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 63

Series 66

Series 99TO

Registration record

First registered · January 10, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINTRUST INVESTMENT ADVISORY SERVICES, LLC

CRD 139887 · SEC 801-66407

AUM

$410M

Regulatory assets under management

Employees

952 client accounts

Services offered by FINTRUST INVESTMENT ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINTRUST INVESTMENT ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy Samuel Elliott offer?

Jeremy Samuel Elliott specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC.

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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