WAYPOINT STRATEGIC ADVISORS, LLC
Legal name: WAYPOINT STRATEGIC ADVISORS
CRD #152077 SEC #801-120800 SUMMERVILLE, SC 843-873-4420
SEC Registered
Total AUM
$136.3M
Discretionary
$0
Employees
7
Clients
25
Accounts
728
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COAKLEY, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| PLAISANCE, DAVID, PIERRE | I | ELECTED MANAGER | NA | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| YOUNG, JOE, EDGER | I | MANAGING MEMBER | D | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, RICHARD, EUGENE | I | MANAGING MEMBER | C | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
| COAKLEY, BENJAMIN, DON | I | ELECTED MANAGER | A | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (9)
AR GA KS LA MO NC NY SC TX
Address
10570 DORCHESTER RD.SUMMERVILLE, SC 29485
United States
Phone: 843-873-4420