Dillon
Brooks
Fintrust Capital Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Dillon Brooks is a financial advisor operating in Greenville, South Carolina. Brooks is on the advisory team at Fintrust Capital Advisors, LLC. During their career, Brooks has held roles at Fintrust Brokerage Services, LLC, Yellow Tag Auctions, West Rock, Eldeco, C&S, Black Board, Target, Advance America, Geohay, Gold'S Gym and Little Caesars. Brooks maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina. Fintrust Capital Advisors, LLC is a financial advisory company based in Greenville, SC. The investment advisory business has offices in three locations and a total of 44 financial advisors. It manages $2 billion in assets under management among its 2,083 accounts, making it one of the largest firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 2,083 customer accounts, 25% are associated with high-net-worth clients who have greater than $1 million in investable assets. Fintrust Capital Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the type of financial services offered. However, fee types charged by Fintrust Capital Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fintrust Capital Advisors, LLC Brokerage Details
$1,724,645,328
44
2,083
$827,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Dillon Brooks Work History
Dillon has been registered as a financial advisor for 0 years.*
Fintrust Brokerage Services, LLC
Yellow Tag Auctions
West Rock
Eldeco
C&S
Black Board
Target
Advance America
Geohay
Gold'S Gym
Little Caesars
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dillon Brooks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fintrust Capital Advisors, LLC
Greenville, SC
Athens, GA
Greenville, SC
Greenville, SC
Macon, GA
Alpharetta, GA
Greenville, SC
Greenville, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
