WAYPOINT STRATEGIC ADVISORS, LLC of SUMMERVILLE, SC is an SEC-registered investment adviser (CRD 152077). Regulatory assets under management: $136.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Richard Eugene Coakley | MANAGING MEMBER | — |
| Benjamin Don Coakley | ELECTED MANAGER | — |
| Joe Edger Young | MANAGING MEMBER | — |
| David Pierre Plaisance | ELECTED MANAGER | — |
| Matthew Scott Coakley | CHIEF COMPLIANCE OFFICER | — |
| COAKLEY RICHARD EUGENE | MANAGING MEMBER; MEMBER | — |
| COAKLEY BENJAMIN DON | ADVISOR; ELECTED MANAGER | — |
| YOUNG JOE EDGER | MANAGING MEMBER; MEMBER | — |
| PLAISANCE DAVID PIERRE | ADVISOR; ELECTED MANAGER | — |
| COAKLEY MATTHEW SCOTT | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 843-873-4420 |
| — | — | 1 | 803-606-9592 |
| — | — | 1 | 843-873-4420 |
| — | — | 1 | 803-606-9592 |