AdvisorOS Directory
Claim Profile
Unclaimed Profile
KV

Kenneth Joseph Vilcheck

ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC·GREENVILLE, South Carolina
Clean recordELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC
124 VERDAE BLVD, GREENVILLE, SC 29607CRD# 1257025Firm CRD# 139887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Joseph Vilcheck · GREENVILLE, SC
Registration
CRD #1257025 · ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kenneth Joseph Vilcheck 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

Speak with Kenneth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kenneth is the right fit? Take our 2-minute quiz →

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# 1257025
Firm CRD# 139887
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENVILLE?

Browse all registered financial advisors in GREENVILLE, South Carolina or claim this profile if it's yours.

Browse GREENVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kenneth Joseph Vilcheck offer?
Kenneth Joseph Vilcheck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Kenneth Joseph Vilcheck's credentials?
Kenneth Joseph Vilcheck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Joseph Vilcheck located?
Kenneth Joseph Vilcheck 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 Kenneth Joseph Vilcheck charge for services?
Kenneth Joseph Vilcheck'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC

Jeremy Samuel Elliott
GREENVILLE, SC

More Advisors in GREENVILLE, South Carolina

Christopher George Connelly
NOVUS ADVISORS, LLC·GREENVILLE, SC
Kimberly B Sparks
SANDLAPPER WEALTH MANAGEMENT, LLC·GREENVILLE, SC
Randall Irvin Baughman
FOSTER VICTOR WEALTH ADVISORS, LLC·GREENVILLE, SC
Andrew Joseph Hardin
HARDIN CAPITAL PARTNERS, LLC·GREENVILLE, SC
Jack Charles Bixler
SANDLAPPER WEALTH MANAGEMENT, LLC·GREENVILLE, SC
John Flick Parrott
NACHMAN NORWOOD & PARROTT, INC.·GREENVILLE, SC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)MT. PLEASANT (22)ROCK HILL (14)RIDGELAND (12)SPARTANBURG (10)WEST COLUMBIA (9)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Request removal of this profile