Profil
Mr. Jeremy S.
Elliott, CPA, is Partner at Elliott Davis Investment Advisors.
He is with Elliott Davis Investment Advisors since 2008.
He has extensive years of professional experience and previously served as managing member of Elliott Davis Wealth Management, a firm he started in 1999.
He built that firm to more than $200M in assets under management until its 2008 merger and the subsequent formation of Elliott Davis Investment Advisors.
Mr. Elliott earned Master of Accountancy degree from University of South Carolina and B.S.B.A degree in Finance from University of South Carolina.
He is an Investment Advisor Representative and Certified Financial Planner.
Anciens postes connus de Jeremy S. Elliott
Sociétés | Poste | Fin |
---|---|---|
FinTrust Investment Advisory Services LLC
FinTrust Investment Advisory Services LLC Investment ManagersFinance Founded in 2008, FinTrust Investment Advisory Services LLC is a registered investment advisor located in Greenville, South Carolina. The firm is a subsidiary of FinTrust Advisors LLC. They were formerly known as Elliott Davis Investment Advisors. FinTrust Investment Advisory Services provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Gestionnaire de Portefeuille-Actions | 30/04/2012 |
Formation de Jeremy S. Elliott
University of South Carolina | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
FinTrust Investment Advisory Services LLC
FinTrust Investment Advisory Services LLC Investment ManagersFinance Founded in 2008, FinTrust Investment Advisory Services LLC is a registered investment advisor located in Greenville, South Carolina. The firm is a subsidiary of FinTrust Advisors LLC. They were formerly known as Elliott Davis Investment Advisors. FinTrust Investment Advisory Services provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |