Discipline Wealth Solutions, Inc.

CRD 315846 · Greenville, SC · $746.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 315846
SEC number: 801-122049
Firm type: RIA
Assets under management: $746.7M as of Jun 1, 2026
Website: www.lindedin.com/COMPANY/DISCIPLINE-WEALTH-SOLUTIONS ↗
Phone: 864-322-6046
Address: 15 Halton Green Way, Greenville, SC, 29607

Advisors at this firm

18 in our index · page 1 of 1

Rodney Au YeungCRD 4006157 · Los Angeles, CA

IA Registered
James Bryan Keith BallentineCRD 3183968 · Greenville, SC

IA RegisteredRegistration inactive
Marc Stephen BeckerCRD 4247479 · Durham, NC

IA RegisteredRegistration inactive
Bryan R ByrdCRD 5728790 · Albuquerque, NM

IA Registered

Disclosure event(s) on record
Renee Lynn CuchettiCRD 2080205 · Birmingham, AL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Anthony R ColanceccoCRD 6247436 · Greenville, SC

IA RegisteredRegistration inactive
Bart Francis DichiaroCRD 4967879 · Tarrytown, NY

IA RegisteredRegistration inactive
David Wayne FicarraCRD 2302076 · Sterling Heights, MI

IA Registered
George Wesley JohnsonCRD 4503530 · Troy, MI

IA RegisteredRegistration inactive
William Joseph JoslynCRD 7362745 · Latham, NY

IA Registered
Orlando Ismael LunaCRD 5988146 · Burleson, TX

IA Registered
Elizabeth Hutton MilardoCRD 4815796 · Stuart, FL

IA RegisteredRegistration inactive
Joseph W PetryCRD 4649782 · Latham, NY

IA RegisteredBroker

Disclosure event(s) on record
Ernest Paul RispoliCRD 7115211 · Tappan, NY

IA RegisteredRegistration inactive
Kevin James SmithCRD 5452226 · Hixson, TN

IA RegisteredRegistration inactive
Brooks Eugene StahlneckerCRD 2836670 · Milton, PA

IA RegisteredRegistration inactive
James Alan StuderCRD 5061588 · Lebanon, OH

IA Registered
Jason Lee YoungCRD 6988991 · Port St. Lucie, FL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.