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Matthew Scott Coakley

WAYPOINT STRATEGIC ADVISORS, LLC·SUMMERVILLE, South Carolina
Clean recordWAYPOINT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Scott Coakley is a registered financial advisor based in SUMMERVILLE, South Carolina, affiliated with WAYPOINT STRATEGIC ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WAYPOINT STRATEGIC ADVISORS, LLC
WAYPOINT STRATEGIC ADVISORS
AUM
$130M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WAYPOINT STRATEGIC ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5623537
Firm CRD# 152077
View on FINRA BrokerCheck →

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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

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)MT. PLEASANT (22)ROCK HILL (14)RIDGELAND (12)SPARTANBURG (10)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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