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Addison Black

DWT FINANCIAL
Bluffton, SC
Some features on this profile are disabled
CRD#: 7963418
AB

Professional summary

Addison Black is a registered financial advisor currently at DWT FINANCIAL located in Bluffton, South Carolina.

Addison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Addison has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

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.
Jack Frost Homemade Ice Cream. The business is not investment-related. 25 William Pope Drive, Bluffton, SC, 29909. Food and beverage. Employee. Start Date: 5/2017. Approximately 120 hours/month Depends on the week, some weeks its only 5 hours during trading hours, other weeks its closer to 10 hours perform opening and closing tasks such as restocking, mopping, counting the register. Greet and serve customers and collect payment for transactions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Addison Black'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®
None

Experience

Current

August 22, 2025 - Present

DWT FINANCIAL

RIA
CRD#: 328377
Bluffton, SC
Past

October 19, 2024 - February 7, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
HILTON HEAD ISLAND, SC

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
(8/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/2/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/1/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/18/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/6/2024
Securities Industry Essentials Examination

Current Firm

DF
DWT FINANCIAL
DWT FINANCIAL | DWT FINANCIAL LLC

CRD#: 328377 / SEC#:

South Carolina
Registered Investment Advisory firm - (1/19/2024 Approved)
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Contact information

Main Address
Bluffton, SC
Mailing Address
Phone number
(843) 868-1185
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 592,170

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

DWT FINANCIAL

CRD#: 328377Bluffton, SC

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