David Van Rensselaer has been an investment adviser representative at 360 Financial Partners since June 2014, and is not listed among the firm’s executive officers or direct owners. David Van Rensselaer studied at the College of Charleston.
360 Financial Partners, LLC is a Mount Pleasant, SC firm with $207M under management, 292 clients and 3 advisers in one office, as of its March 2026 filing.
David L. Van Rensselaer is Financial Advisor of 360 Financial Partners. He joined the firm in 2012 after working at UBS Financial Services and Wells Fargo Advisors, and has over 15 years of experience in the financial services industry. He advises clients on portfolio management and creates customized financial plans for each client.
David Van Rensselaer’s longest registration is the current one, 12 years at 360 Financial Partners since 2014. Before joining 360 Financial Partners in 2014, David Van Rensselaer was registered through Next Financial Group, Inc. and Wells Fargo Advisors, LLC.
- 360 Financial Partners, LLCCurrent– present · 12 yearsMount Pleasant, SC · Adviser representative · Firm CRD 169280
- Next Financial Group, Inc.– · 1 yearMT. Pleasant, SC · Adviser representative · Firm CRD 46214
- Wells Fargo Advisors, LLC– · 3 yearsCharleston, SC · Adviser representative · Firm CRD 19616
- UBS Financial Services Inc.– · under a yearCharleston, SC · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
David Van Rensselaer is registered as an investment adviser representative in 2 states. The first approvals date from June 2014; the most recent is Texas, in April 2016.
- South CarolinaSince 30 June 2014
- TexasSince 7 April 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 October 2008 |
| Series 7 | General Securities Representative Examination | 30 June 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Leo Van Rensselaer
- CRD
- 5440950
- Firm
- 360 Financial Partners · CRD 169280
- Office
- 1081 JOHNNIE DODDS BLVD., STE 100, Mount Pleasant, SC 29464
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- 360fp.com
Where does David Van Rensselaer work?
David Van Rensselaer is an investment adviser representative registered through 360 Financial Partners, LLC since June 2014, and is not listed among the firm’s executive officers or direct owners.
Is David Van Rensselaer a financial advisor?
Yes. David Van Rensselaer has a current investment-adviser registration in South Carolina and Texas, through 360 Financial Partners since June 2014.
How many years of experience does David Van Rensselaer have?
David Van Rensselaer has 18 years in the financial industry, since June 2008, across 4 adviser firms.
What exams has David Van Rensselaer passed?
David Van Rensselaer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2008. FINRA credited David Van Rensselaer with the SIE, which began in October 2018.
Where did David Van Rensselaer work before 360 Financial Partners?
Before 360 Financial Partners, David Van Rensselaer was registered through Next Financial Group, Inc., November 2012 to April 2014; Wells Fargo Advisors, LLC, August 2009 to November 2012; UBS Financial Services Inc., October 2008 to August 2009.
Where is David Van Rensselaer based?
David Van Rensselaer’s registered office is in Mount Pleasant, SC.
Is David Van Rensselaer registered with FINRA?
Yes. David Van Rensselaer has a current broker registration, under CRD 5440950.
Source: FINRA BrokerCheck
How can I verify David Van Rensselaer’s record?
Search CRD 5440950 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Van Rensselaer’s full registration record.
