AdvisorCensus / Financial advisors / South Carolina / Charleston, SC / Fidelity Investments
Financial advisors in Charleston, SC using Fidelity Investments
5 SEC-registered investment advisory firms headquartered in the Charleston, SC metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Apollon Financial, LLC | Mount Pleasant | SEC-registered investment adviser | $1 billion to $5 billion |
| Apollon Wealth Management, LLC | Mount Pleasant | SEC-registered investment adviser | Over $5 billion |
| Ballast Rock Private Wealth | Charleston | SEC-registered investment adviser | $100 million to $500 million |
| Morris Financial Concepts, Inc. | Mount Pleasant | SEC-registered investment adviser | $500 million to $1 billion |
| Saos Capital, LLC | Mount Pleasant | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Charleston, SC using Fidelity Investments. https://advisorcensus.com/advisors/sc/charleston/custodians/fidelity https://advisorcensus.com/advisors/sc/charleston/custodians/fidelity