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Benjamin Don Coakley

WAYPOINT STRATEGIC ADVISORS, LLC·SUMMERVILLE, South Carolina
Clean record21 years registeredWAYPOINT STRATEGIC ADVISORS, LLC
10570 DORCHESTER RD., SUMMERVILLE, SC 29485CRD# 5118193Firm CRD# 152077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Don Coakley · SUMMERVILLE, SC
Registration
CRD #5118193 · WAYPOINT STRATEGIC ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

FARTHER
Aug 2025 – present
WAYPOINT STRATEGIC ADVISORS
Dec 2010 – Mar 2026
SUMMERVILLE, SC
STRATEGIC FINANCIAL DECISIONS, LLC
Feb 2005 – Dec 2010
SUMMERVILLE, SC
02

Registrations & Exams

Registration record
First registered · February 4, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WAYPOINT STRATEGIC ADVISORS, LLC
CRD 152077 · SEC 801-120800
AUM
$130M
Regulatory assets under management
Employees
8
737 client accounts
Services offered by WAYPOINT STRATEGIC ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WAYPOINT STRATEGIC ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Benjamin Don Coakley offer?
Benjamin Don Coakley specializes in Financial Planning, Investment Management. Contact their office in SUMMERVILLE, South Carolina for a consultation.
What are Benjamin Don Coakley's credentials?
Benjamin Don Coakley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Don Coakley located?
Benjamin Don Coakley is based in SUMMERVILLE, South Carolina, working with WAYPOINT STRATEGIC ADVISORS, LLC. Their office serves clients in the SUMMERVILLE metropolitan area and surrounding communities.
How does Benjamin Don Coakley charge for services?
Benjamin Don Coakley'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 WAYPOINT STRATEGIC ADVISORS, LLC?
WAYPOINT STRATEGIC ADVISORS, LLC has approximately 8 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WAYPOINT STRATEGIC ADVISORS, LLC

David Pierre Plaisance
SUMMERVILLE, SC
Joe Edger Young
SUMMERVILLE, SC
Matthew Scott Coakley
SUMMERVILLE, SC
Richard Eugene Coakley
SUMMERVILLE, SC

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)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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