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WD

W P. Dorn

ANCHOR INVESTMENT MANAGEMENT
Columbia, SC 29205
Some features on this profile are disabled
CRD#: 4952860
WD

Professional summary

W Patrick Dorn JR., who also goes by W Patrick Dorn, Jr., is a registered financial advisor currently at ANCHOR INVESTMENT MANAGEMENT located in Columbia, South Carolina.

W is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. W has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

W Patrick Dorn, Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view W Patrick Dorn JR.'s CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 13, 2005 - Present

ANCHOR INVESTMENT MANAGEMENT

Office #1: 3205 Devine Street, Columbia, SC 29205
RIA
CRD#: 135296
Columbia, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ANCHOR INVESTMENT MANAGEMENT
ANCHOR INVESTMENT MANAGEMENT | ANCHOR INVESTMENT MANAGEMENT, LLC

CRD#: 135296 / SEC#: 801-64338

RIA
Registered Investment Advisory firm - (5/23/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
South Carolina
(10/13/2005)

Exams

Current Firm

AI
ANCHOR INVESTMENT MANAGEMENT
ANCHOR INVESTMENT MANAGEMENT | ANCHOR INVESTMENT MANAGEMENT, LLC

CRD#: 135296 / SEC#: 801-64338

RIA
Registered Investment Advisory firm - (5/23/2005 Approved)
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Contact information

Main Address
3205 Devine Street, Columbia, SC 29205
Mailing Address
Phone number
(803) 790-6654
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANCHOR INVESTMENT MANAGEMENT BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts2,043
AUM (Assets Under Management)$ 1,358,433,102

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ANCHOR INVESTMENT MANAGEMENT

CRD#: 135296Columbia, SC 29205

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