WAYPOINT STRATEGIC ADVISORS, LLC

WAYPOINT STRATEGIC ADVISORS
SUMMERVILLE, South Carolina·5 registered advisors·CRD# 152077
SEC# 801-1208003843-873-4420
01

Firm Overview

AUM
$130M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WAYPOINT STRATEGIC ADVISORS, LLC

5 registered advisors
Benjamin Don Coakley
SUMMERVILLE, South Carolina
David Pierre Plaisance
SUMMERVILLE, South Carolina
Joe Edger Young
SUMMERVILLE, South Carolina
Matthew Scott Coakley
SUMMERVILLE, South Carolina
Richard Eugene Coakley
SUMMERVILLE, South Carolina
05

Office Locations

SUMMERVILLE, South Carolina
5 advisors

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Data sourced from SEC Form ADV filings. WAYPOINT STRATEGIC ADVISORS, LLC (CRD# 152077) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.