CHARLESTON INVESTMENT ADVISORS, LLC

MT. PLEASANT, South Carolina·2 registered advisors·CRD# 301281
SEC# 801-1259510(843) 763-4499
01

Firm Overview

AUM
$141M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CHARLESTON INVESTMENT ADVISORS, LLC

2 registered advisors
Erica Renee Smith
MT. PLEASANT, South Carolina
Stephanie F Mackara
MT. PLEASANT, South Carolina
05

Office Locations

MT. PLEASANT, South Carolina
2 advisors

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Data sourced from SEC Form ADV filings. CHARLESTON INVESTMENT ADVISORS, LLC (CRD# 301281) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.