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Objectivity Squared Wealth Management CRD 311052
$488M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
701 East Bay Street Suite 403, Charleston, SC 29403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
Branch Locations
701 East Bay Street Suite 403, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc | Charleston | SC | 11/2009 | 12/2020 |
| Objectivity Squared Wealth Management | Charleston | SC | 10/2020 | Present |
| Objectivity Squared Insurance Solutions, Llc | Charleston | SC | 11/2021 | Present |
1.) Objectivity Squared Insurance Solutions LLC; non-investment related; Same Address; Fixed Insurance Sales; approximately 1% of time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-23 |
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