Waypoint Advisors LLC
Legal Name: WAYPOINT ADVISORS, LLC
Full Contact Details
Waypoint Advisors LLC
2101 PARKS AVENUE, SUITE 800, VIRGINIA BEACH, VA
(757)623-1600
(757)623-6144
Other Info
Waypoint Advisors LLC, a Limited Liability Company based in VA, has 7 employees, with 5 of them working in advisory positions. Its number of clients served is unknown. The firm is registered and approved by the SEC, with a registration date of February 15, 2002.
VIRGINIA BEACH TEAM CSP | Wealth Management Firm in Virginia Beach
VIRGINIA BEACH TEAM at Cary Street Partners provides wealth management and financial advisory services in the Virginia Beach, VA area.
Direct Owners
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ELIZABETH TEW PATTERSON
PRESIDENT, MANAGING MEMBER owns 75% or more
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JOHN STUART CLUNAN
CHIEF ANALYST, EXECUTIVE VICE PRESIDENT, MEMBER owns more than 10% but less than 25%
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SUSANNA ADAMS DELLINGER
CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, MEMBER owns more than 10% but less than 25%