BNA Wealth
Firm details
- Headquarters
- Rock Hill, South Carolina
- CRD number
- 39326
- Registered since
- April 18, 1995
- Website
- www.bnacpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.24%
- Individuals27.78%
- Corporations / Businesses0.91%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
BNA Wealth is an independent registered investment adviser organized as a corporation and owned privately. The firm has been SEC-registered since 1995 and serves a mix of individual, family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. BNA Wealth also operates as an insurance broker. Fee arrangements include asset-based fees and fixed-fee engagements. FINTRX flags that the firm does not position itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Cash & Cash Equivalents16%
- Exchange Traded Equities11%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 6
Gregory Vezzosi
Wealth AdvisorCRD 6352889
Adam Ackerman
PresidentCRD 6447420
Joseph Zarzycki
Managing DirectorCRD 2413127
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rock Hill, SC
York
Location
Rock Hill, SC
Headquartered in Rock Hill, SC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- York
- Address
- 596 Herrons Ferry Rd
- Time zone
- ET (UTC-5)
- Office locations
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