Advisor at M Capital Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cheraw, SC 29520
Credentials
Series 66
Industry experience
16 years
Ashley Driggers is a financial advisor at M Capital Wealth Management, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with M Capital Wealth Management since 2010. M Capital Wealth Management provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm serves both individual and institutional clients and employs a combination of fundamental, technical, charting, and cyclical analysis in managing accounts, often acting as an ERISA fiduciary for plan sponsors.
Based on M Capital Wealth Management, LLC
Based on M Capital Wealth Management, LLC
$0 - $4,000,000: 1.50% $4,000,001+: 0.75%
Account minimum: $500,000
901 Chesterfield Highway,, Suite B
Cheraw, SC 29520
South Carolina
M. Capital Wealth Management, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Cheraw, SC
M Capital Wealth Management, LLC
Susan Malloy is a financial advisor with M Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. She has been with M Capital Wealth Management since 2010. Outside of her advisory role, she serves as corporate secretary for Malloy & Company, attending quarterly board meetings. M Capital Wealth Management provides discretionary portfolio management and financial consulting services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $44.7 million in discretionary assets and offers retirement-plan advisory services, including acting as an ERISA fiduciary when retained.
Series 66
Cheraw, SC
Edward Jones
Series 66
Chesterfield, CO
Edelman Financial Engines
Joshua Tanata is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Financial Engines Advisors, L.L.C., Bank of America, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.
Series 66
Chesterfield, SC
Edward Jones
Series 63, Series 66
Cheraw, SC
Edward Jones
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