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David Pierre Plaisance

WAYPOINT STRATEGIC ADVISORS, LLC·SUMMERVILLE, South Carolina
Series 6, Series 63, Series 65Clean record15 years registeredWAYPOINT STRATEGIC ADVISORS, LLC
10570 DORCHESTER RD., SUMMERVILLE, SC 29485CRD# 2764306Firm CRD# 152077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Pierre Plaisance · SUMMERVILLE, SC
Registration
CRD #2764306 · WAYPOINT STRATEGIC ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

FARTHER
Jan 2026 – present
WAYPOINT STRATEGIC ADVISORS
Jan 2011 – Jan 2026
ASHEVILLE, NC
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · January 4, 2011
Years registered · 15
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 →
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05

Frequently Asked Questions

What services does David Pierre Plaisance offer?
David Pierre Plaisance specializes in Financial Planning, Investment Management. Contact their office in SUMMERVILLE, South Carolina for a consultation.
What are David Pierre Plaisance's credentials?
David Pierre Plaisance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Pierre Plaisance located?
David Pierre Plaisance 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 David Pierre Plaisance charge for services?
David Pierre Plaisance'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

Benjamin Don Coakley
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
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City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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