David Leo Van Rensselaer

Employer firm

360 Financial Partners, LLC CRD 169280

$207M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → Present
  Stonex Securities Inc.
  Mount Pleasant, SC
• 04/2014 → Present
  360 Financial Partners, Llc
  Mt. Pleasant, SC

Previous Registrations

• 2012-11-08 → 2014-04-29
  Next Financial Group, Inc.
  Mt. Pleasant, SC
• 2009-08-24 → 2012-11-08
  Wells Fargo Clearing Services, Llc
  Charleston, SC
• 2008-10-30 → 2009-08-18
  Ubs Financial Services Inc.
  Charleston, SC

Other Businesses

1) 360 FINANCIAL PARTNERS, LLC (DBA);LLC;0% OWNERSHIP;89%TIME SPENT;90%COMP;AGENT;INDEFINITE TERM 2) 360 FINANICAL PARTNERS,LLC;INSURANCE SALES;0% OWNERSHIP;10% TIME 3) 360 FINANCIAL PARTNERS, LLC. YES, INVESTMENT RELATED; 1081 JOHNNIE DODDS BLVD, STE 100, MT PLEASANT, SC 29464; RIA; INVESTMENT ADVISOR REP; 06/30/2014; 80 HOURS PER MONTH INCLUDING SEC TRADING HOURS; ASSET MANAGEMENT, FINANCIAL PLANNING, RETIREMENT PLANNING. 4) DVR Holdings LLC; Investment related; Georgetown, SC; Investment property; 25% owner; 10/3/2024; 8 hrs/month, 0 during trading hours; property upkeep, management, and delegation of repairs and upkeep

Exams

• S66 Uniform Combined State Law Examination
  2008-10-23

Other Names

• David Vanrensselaer
• David Leo Van Rensselaer
• David Leo Vanrensselaer