Unclaimed Profile

Kenneth Joseph Vilcheck

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

SIE, Series 7, Series 63, Series 6524 years registeredELLIOTT 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 · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC

NFP ADVISOR SERVICES, LLC

May 2012 – May 2015

GREENVILLE, SC

ELLIOTT DAVIS INVESTMENT ADVISORS

Mar 2009 – May 2012

GREENVILLE, SC

GNI CAPITAL INC.

Apr 2007 – Mar 2009

GREENVILLE, SC

AMERICAN SECURITIES GROUP, INC.

May 2006 – May 2007

GREENVILLE, SC

WACHOVIA SECURITIES, LLC

Jun 2002 – Apr 2006

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 15, 2002

Years registered · 24

Disclosure History

1988Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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

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 →

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kenneth Joseph Vilcheck offer?

Kenneth Joseph Vilcheck specializes in Financial Planning, Investment Management, Wealth Management.

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

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 →