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Matthew Scott Coakley

WAYPOINT STRATEGIC ADVISORS, LLC·SUMMERVILLE, South Carolina
Series 65Clean record17 years registeredWAYPOINT STRATEGIC ADVISORS, LLC
10570 DORCHESTER RD., SUMMERVILLE, SC 29485CRD# 5623537Firm CRD# 152077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Scott Coakley · SUMMERVILLE, SC
Registration
CRD #5623537 · WAYPOINT STRATEGIC ADVISORS, LLC · 17 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
Dec 2008 – Dec 2010
SUMMERVILLE, SC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 19, 2008
Years registered · 17
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 Matthew Scott Coakley offer?
Matthew Scott Coakley specializes in Financial Planning, Investment Management. Contact their office in SUMMERVILLE, South Carolina for a consultation.
What are Matthew Scott Coakley's credentials?
Matthew Scott Coakley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Scott Coakley located?
Matthew Scott 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 Matthew Scott Coakley charge for services?
Matthew Scott 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

Benjamin Don Coakley
SUMMERVILLE, SC
David Pierre Plaisance
SUMMERVILLE, SC
Joe Edger Young
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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