Benjamin D. Coakley

WAYPOINT STRATEGIC ADVISORS

Summerville, SC 29485

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CRD#: 5118193

Professional summary

Benjamin Don Coakley, CFP®, who also goes by Ben D. Coakley, is a registered financial advisor currently at WAYPOINT STRATEGIC ADVISORS located in Summerville, South Carolina and FARTHER located in Jefferson City, Missouri.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Benjamin has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben D. Coakley

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.

SOUTHERN HERITAGE INVESTMENTS, LLC; SUMMERVILLE, NC; PERSONAL REAL ESTATE OWNERSHIP AND INVESTMENT; 50% OWNER; 11/06 TO PRESENT; 10 HOURS PER MONTH NOT DURING TRADING HOURS. Rx INSURANCE GROUP, LLC; INV REL; SUMMERVILLE, SC; INSURANCE PRODUCTS SALES AND SERVICES; MEMBER/INSURANCE AGENT; 04/2021

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Don Coakley'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

December 13, 2010 - Present

WAYPOINT STRATEGIC ADVISORS

Office #1: 10570 Dorchester Rd., Summerville, SC 29485

RIA

CRD#: 152077

Summerville, SC

Current

August 7, 2025 - Present

FARTHER

RIA

CRD#: 302050

Jefferson City, MO

Past

February 4, 2005 - December 13, 2010

STRATEGIC FINANCIAL DECISIONS, LLC

RIA

CRD#: 139846

SUMMERVILLE, 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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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

Missouri
(4/21/2021)

IAR

South Carolina
(12/13/2010)

IAR

Texas
(8/2/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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.

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Benjamin D. Coakley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Don Coakley's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAYPOINT STRATEGIC ADVISORS

FARTHER

STRATEGIC FINANCIAL DECISIONS, LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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