Unclaimed Profile

Stephanie F Mackara

CHARLESTON INVESTMENT ADVISORS, LLC·MT. PLEASANT, South Carolina

Clean recordCHARLESTON INVESTMENT ADVISORS, LLC

1311 CHUCK DAWLEY BLVD, MT. PLEASANT, SC 29464CRD# 2758274Firm CRD# 301281

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie F Mackara · MT. PLEASANT, SC

Registration

CRD #2758274 · CHARLESTON INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephanie F Mackara is a registered financial advisor based in MT. PLEASANT, South Carolina, affiliated with CHARLESTON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHARLESTON INVESTMENT ADVISORS, LLC

AUM

$141M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHARLESTON INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2758274

Firm CRD# 301281

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephanie F Mackara offer?

Stephanie F Mackara specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MT. PLEASANT, South Carolina for a consultation.

What are Stephanie F Mackara's credentials?

Stephanie F Mackara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie F Mackara located?

Stephanie F Mackara is based in MT. PLEASANT, South Carolina, working with CHARLESTON INVESTMENT ADVISORS, LLC. Their office serves clients in the MT. PLEASANT metropolitan area and surrounding communities.

How does Stephanie F Mackara charge for services?

Stephanie F Mackara's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLESTON INVESTMENT ADVISORS, LLC?

CHARLESTON INVESTMENT ADVISORS, LLC has approximately 2 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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