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Envest Advisors, LLC CRD 338053
$7.26M regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2411 North Oak Street Ste 407, Myrtle Beach, SC 29577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-12 |
| NC | RA | APPROVED | 2025-11-04 |
| CA | RA | APPROVED | 2025-10-20 |
| SC | RA | APPROVED | 2025-10-13 |
Branch Locations
2411 North Oak Street Ste 407, Myrtle Beach, SC 29577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shoreline Valet/Palmetto Hospitality | Myrtle Beach | SC | 06/2016 | 03/2024 |
| Benchmark Physical Therapy | Myrtle Beach | SC | 12/2020 | 12/2022 |
| Bobby Clary State Farm | Conway | SC | 01/2023 | 06/2023 |
| Gradient Advisors, Llc | Arden Hills | MN | 11/2024 | 11/2025 |
| Envest Financial Llc | Myrtle Beach | SC | 06/2023 | Present |
| Envest Advisors, Llc | Myrtle Beach | SC | 10/2025 | Present |
1. Envest Advisors, LLC | Investment Related | Myrtle Beach, SC | Advisory Services | Advisor | Investment Advisor Representative | 06/2023 | 80hrs/mo | 80hrs/mo During trading | Advisory Services 2. Envest Financial, LLC | Investment Related | Myrtle Beach, SC | Insurance Services | Agent | Associate | 06/2023 | 80hrs/mo | 80hrs/mo During trading | Insurance Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-15 |
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