PALMETTO ADVISORY
Firm details
- Headquarters
- CHARLESTON, South Carolina
- CRD number
- 152286
- Website
- www.palmettoadvisoryllc.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Palmetto Advisory is structured as a privately held limited liability company under individual ownership. FINTRX classifies the firm as unclassified and notes a broker-dealer affiliation. The firm’s reported fee model is listed as "Other." According to available data it does not identify as an active ESG investor, a capital allocator, a pension consultant, or a multi-state registered adviser.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DERRICK GRAVA
President, CIO And Chief Compliance OfficerCRD 1518760
Contacts
3 of 4JOAN GRAVA
Principal, Operations ManagerCRD 5663507
JOHN LAUDERDALE
Managing DirectorCRD 2165547
CHRISTOPHER ABBOTT
PresidentCRD 721040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHARLESTON, SC
CHARLESTON
Location
CHARLESTON, SC
Headquartered in CHARLESTON, SC, in the South of the United States.
- Region
- South
- County
- CHARLESTON
- Address
- 460 King St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PERFORMA LIMITED (US), LLC
RIACHARLESTON, SC
WARREN CAPITAL GROUP
RIACHARLESTON, SC
CHARLESTON FINANCIAL ADVISORS, LLC
RIACHARLESTON, SC
BOWSIDE CAPITAL, LLC
RIACHARLESTON, SC
CALIDRIS FINANCIAL, LLC
RIACHARLESTON, SC
GLOBAL FRONTIER INVESTMENTS, LLC
RIACHARLESTON, SC