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SOUTHEAST FINANCIAL ADVISORS

GREENVILLE, SC · CRD 121757 · IAPD ↗ · southeastfinancialadvisors.com · 864-284-6511

$133.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — SOUTHEAST FINANCIAL ADVISORS (GREENVILLE, SC) is newly SEC-registered with $133.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.