MP
Mark K. Pyles
GREENWOOD CAPITAL ASSOCIATES
Summerville, SC
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CRD#: 7441908
MP
Professional summary
Mark Kurt Pyles is a registered financial advisor currently at GREENWOOD CAPITAL ASSOCIATES, LLC located in Summerville, South Carolina.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mark has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. College of Charleston, not investment related, 66 George St, Charleston, SC 29424. Director of the School of Business Investment Program, oversee the administration of a student-conducted program of student managed funds, as well as external investment education related events (e.g., symposiums, panels, etc.). Began this role January 2013. Does not have investment discretion. Will average 5 hours per week with typical activities not occurring during trading hours. On occasion may have events that occur during trading hours; however, has no investment discretion and conducts no trading activities. 2. General Partner (owner), MKP Consulting, not investment discretion related, 101 Blue Bonnet St., Summerville, 29483. General consulting services, such as producing or verbally disseminating educational materials on financial and investment topics related to academic areas of expertise. These can include presentations, textbooks, articles, speaking engagements, and other educational opportunities. Typically does not exceed 5 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Kurt Pyles's 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®
NoneExperience
Current
November 10, 2021 - Present
GREENWOOD CAPITAL ASSOCIATES, LLC
RIA
CRD#: 115015
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".
GC
GREENWOOD CAPITAL ASSOCIATES, LLC
GCA | GREENWOOD CAPITAL ASSOCIATES, LLC | GREENWOOD CAPITAL | GCA WEALTH | GCA INVESTMENTS
CRD#: 115015 / SEC#: 801-60493
RIA
Registered Investment Advisory firm - (9/5/2001 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(11/10/2021)
Exams
Current Firm
GC
GREENWOOD CAPITAL ASSOCIATES, LLC
GCA | GREENWOOD CAPITAL ASSOCIATES, LLC | GREENWOOD CAPITAL | GCA WEALTH | GCA INVESTMENTS
CRD#: 115015 / SEC#: 801-60493
RIA
Registered Investment Advisory firm - (9/5/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
425 Main Street Suite 100, Greenwood, SC 29646-2741
Mailing Address
Post Office Box 3181, Greenwood, SC 29648-3181
Phone number
(864) 941-4049
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 706 |
| AUM (Assets Under Management) | $ 1,668,008,480 |
Red Flags
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