Ilya
Falkovich
Eagles Coast Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ilya Falkovich is a financial advisor who works out of Charleston, South Carolina with 5 years of industry experience. Falkovich is on the advisory team at Eagles Coast Wealth Management, LLC. Their career trajectory has included roles at Rbs Securities Inc, Falcon Square Capital, Sandlapper Securites, LLC, Saxony Securities, Eagles Coast Capital, LLC, Halls Management Group and Eagles Coast Wealth Management, LLC. Falkovich holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina. Eagles Coast Wealth Management, LLC is an advisory business that has its headquarters in Charleston, SC. It has offices in three locations and a total of six people on staff. It oversees $25 million in total assets across its 161 customer accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 161 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Eagles Coast Wealth Management, LLC offers a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Eagles Coast Wealth Management, LLC typically consist of asset-based 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.
Eagles Coast Wealth Management, LLC Brokerage Details
$25,375,254
6
161
$157,610
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ilya Falkovich Work History
Ilya has been registered as a financial advisor for 5 years.*
Eagles Coast Capital, LLC
Eagles Coast Wealth Management, LLC
Sandlapper Securites, LLC
Saxony Securities
Halls Management Group
Falcon Square Capital
Rbs Securities Inc
*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 Ilya Falkovich 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 Eagles Coast Wealth Management, LLC
Hoboken, NJ
Charleston, SC
Charleston, SC
Kirkwood, PA
Charleston, SC
Charleston, 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.
