Unclaimed Profile

Richard Eugene Coakley

WAYPOINT STRATEGIC ADVISORS, LLC·SUMMERVILLE, South Carolina

Series 6, Series 63, Series 65Clean record26 years registeredWAYPOINT STRATEGIC ADVISORS, LLC

10570 DORCHESTER RD., SUMMERVILLE, SC 29485CRD# 1154814Firm CRD# 152077

Profile Verification

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

Identity

Richard Eugene Coakley · SUMMERVILLE, SC

Registration

CRD #1154814 · WAYPOINT STRATEGIC ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAYPOINT STRATEGIC ADVISORS, LLC

WAYPOINT STRATEGIC ADVISORS

Dec 2010 – Dec 2025

SUMMERVILLE, SC

STRATEGIC FINANCIAL DECISIONS, LLC

Apr 2000 – Dec 2010

SUMMERVILLE, SC

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · April 18, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYPOINT STRATEGIC ADVISORS, LLC

CRD 152077 · SEC 801-120800

AUM

$130M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Richard Eugene Coakley offer?

Richard Eugene Coakley specializes in Financial Planning, Investment Management.

What are Richard Eugene Coakley's credentials?

Richard Eugene Coakley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Eugene Coakley located?

Richard Eugene Coakley is based in SUMMERVILLE, South Carolina, last registered with WAYPOINT STRATEGIC ADVISORS, LLC.

How does Richard Eugene Coakley charge for services?

Richard Eugene 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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