Best Investors Account Sign in
Inactive

William Macallister Coxe

Greenwood Capital Associates, LLC

Greenville, SC

Greenwood, SC

CRD 2620753

Claim This Profile
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 2017-12-06
  • SC RA
    APPROVED
    Since 2017-12-06

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
Wcm Global Wealth Llc Greenville SC 11/2016 10/2017
University Of South Carolina Columbia SC 06/2008 11/2016
Greenwood Capital Associates, Llc Greenville SC 12/2017 Present
  • 11/2016 → 10/2017
    Wcm Global Wealth Llc
    Greenville, SC
  • 06/2008 → 11/2016
    University Of South Carolina
    Columbia, SC
  • 12/2017 → Present
    Greenwood Capital Associates, Llc
    Greenville, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-14
S63 Uniform Securities Agent State Law Examination 1995-07-07
  • S65 Uniform Investment Adviser Law Examination
    2017-03-14
  • S63 Uniform Securities Agent State Law Examination
    1995-07-07

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
FORTIS CAPITAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nearby Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC

More in Greenville, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor