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Ballast Rock Private Wealth CRD 322064
$406M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
460 King Street Suite 200, Charleston, SC 29403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-03-24 |
Branch Locations
460 King Street Suite 200, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longurn Capital Management | Bronxville | NY | 09/2003 | 10/2019 |
| Toroso Investments, Llc | Milwaukee | WI | 10/2019 | 08/2023 |
| Ballast Rock Private Wealth | Charleston | SC | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-13 |
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