AdvisorOS Directory
Claim Profile
Unclaimed Profile
WT

Walter Blakely Todd

GREENWOOD CAPITAL ASSOCIATES, LLC·GREENWOOD, South Carolina
Series 7, Series 66Clean record23 years registeredGREENWOOD CAPITAL ASSOCIATES, LLC
425 MAIN STREET, GREENWOOD, SC 29646-2741CRD# 3262917Firm CRD# 115015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Walter Blakely Todd · GREENWOOD, SC
Registration
CRD #3262917 · GREENWOOD CAPITAL ASSOCIATES, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

GREENWOOD CAPITAL ASSOCIATES, LLC
Oct 2008 – present
GREENWOOD CAPITAL ASSOCIATES, LLC
Mar 2003 – Dec 2006
GREENWOOD, SC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · March 26, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015 · SEC 801-60493
AUM
$1.5B
Regulatory assets under management
Employees
19
714 client accounts
Services offered by GREENWOOD CAPITAL ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GREENWOOD CAPITAL ASSOCIATES, LLC →
Introduction

Speak with Walter

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

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

Looking for a financial advisor in GREENWOOD?

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

Browse GREENWOOD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Walter Blakely Todd offer?
Walter Blakely Todd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD, South Carolina for a consultation.
What are Walter Blakely Todd's credentials?
Walter Blakely Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter Blakely Todd located?
Walter Blakely Todd is based in GREENWOOD, South Carolina, working with GREENWOOD CAPITAL ASSOCIATES, LLC. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.
How does Walter Blakely Todd charge for services?
Walter Blakely Todd's firm is compensated through percentage of aum, subscription fees, other: % of aum for retirement ed/cons/inv mgmt, ref fees, rev share,. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENWOOD CAPITAL ASSOCIATES, LLC?
GREENWOOD CAPITAL ASSOCIATES, LLC has approximately 19 employees and manages $1.5B 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 GREENWOOD CAPITAL ASSOCIATES, LLC

John Robert Decker
GREENWOOD, SC
James Philip Bell
GREENWOOD, SC
Melissa Dawn Bane
GREENWOOD, SC
Brian Lanier Disher
GREENWOOD, SC
Denise Hemingway Lollis
GREENWOOD, SC
John Durham Wiseman
GREENWOOD, SC

More Advisors in GREENWOOD, South Carolina

Stephen Herbert Akin
AKIN, STEPHEN HERBERT·GREENWOOD, SC
Taylor Tenison Stokes
STOKES CAPITAL ADVISORS, LLC·GREENWOOD, SC
CFA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)ROCK HILL (9)SPARTANBURG (8)SENECA (8)BLUFFTON (7)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Request removal of this profile