Martin C. Mcwilliams
Professional summary
Martin Cadenhead Mcwilliams III, who also goes by Martin Mcwilliams, is a registered financial advisor currently at SOUTHSTATE ADVISORY, INC. located in Charleston, South Carolina.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Martin has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martin Cadenhead Mcwilliams III's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 9, 2017 - Present
SOUTHSTATE ADVISORY, INC.
February 9, 2017 - May 20, 2019
MINIS & COMPANY
Primary Firm SEC Registration
SOUTHSTATE ADVISORY, INC.
CRD#: 153113 / SEC#: 801-71264
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/9/2017)
Exams
Current Firm
SOUTHSTATE ADVISORY, INC.
CRD#: 153113 / SEC#: 801-71264
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 441 |
| AUM (Assets Under Management) | $ 3,783,729,428 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2025 | ||
| 01/26/2024 | ||
| 03/30/2023 |
Red Flags
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