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Justin Ray Bartanus

Greenwood Capital Associates, LLC

Greenville, SC

Greenwood, SC

CRD 7005996

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Employer firm

Greenwood Capital Associates, LLC CRD 115015

$1.77B regulatory AUM 33 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Greenwood Capital Associates, Llc

425 Main Street Suite 100, Greenwood, SC 29646-2741 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2018-11-24
  • SC RA
    APPROVED
    Since 2018-11-24

Branch Locations

201 West Mcbee Avenue Suite 300, Greenville, SC 29601 • United States

425 Main Street Suite 100, Greenwood, SC 29646-2741 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greenwood Capital Associates, Llc Greenville SC 07/2018 Present
Self-Employed Greenwood SC 12/2017 07/2018
Unemployed Greenwood SC 03/2017 11/2017
Baylor College Of Medicine Houston TX 08/2013 03/2017
  • 07/2018 → Present
    Greenville, SC
  • 12/2017 → 07/2018
    Self-Employed
    Greenwood, SC
  • 03/2017 → 11/2017
    Unemployed
    Greenwood, SC
  • 08/2013 → 03/2017
    Baylor College Of Medicine
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-24
  • S65 Uniform Investment Adviser Law Examination
    2018-11-24

View on SEC IAPD

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