CHARLESTON INVESTMENT ADVISORS, LLC
CHARLESTON INVESTMENT ADVISORS, LLC of MT. PLEASANT, SC is an SEC-registered investment adviser (CRD 301281). Regulatory assets under management: $140.5M.
Registration
- CRD: 301281
- SEC file number: 801-125951
- Type: Registered investment adviser
- Location: 1311 CHUCK DAWLEY BLVD, SUITE 101, MT. PLEASANT, SC, 29464
- Phone: (843) 763-4499
- Latest filing: 2024-02-02
- Regulatory AUM: $140.5M
- Non-discretionary AUM: $140.5M
- Clients: 2
- Accounts: 271
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SMITH JILL RENEE | VICE PRESIDENT, FINANCIAL PLANNER | — |
| MACKARA STEPHANIE F | PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER | — |
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