CHARLESTON INVESTMENT ADVISORS, LLC
CRD #301281 SEC #801-125951 MT. PLEASANT, SC (843) 763-4499
SEC Registered
Total AUM
$140.5M
Discretionary
$0
Employees
2
Clients
1
Accounts
271
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 2, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SMITH, ERICA, RENEE | I | VICE PRESIDENT, FINANCIAL PLANNER | NA | Control |
| SMITH, ERICA, RENEE | I | VICE PRESIDENT, FINANCIAL PLANNER | NA | Control |
| SMITH, ERICA, RENEE | I | VICE PRESIDENT, FINANCIAL PLANNER | NA | Control |
| SMITH, ERICA, RENEE | I | VICE PRESIDENT, FINANCIAL PLANNER | NA | Control |
| SMITH, ERICA, RENEE | I | VICE PRESIDENT, FINANCIAL PLANNER | NA | Control |
| MACKARA, STEPHANIE, F | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MACKARA, STEPHANIE, F | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MACKARA, STEPHANIE, F | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MACKARA, STEPHANIE, F | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MACKARA, STEPHANIE, F | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER | E | Control |
Registrations
Federal
IA
Feb 2, 2024 REGISTERED
Notice Filings (2)
SC TX
Address
1311 CHUCK DAWLEY BLVDSUITE 101
MT. PLEASANT, SC 29464
United States
Phone: (843) 763-4499