2024-05-15T11:34:22-04:00 2023-06-30 205788602 GLASER AND COMPANY LLC 1859 SUMMERVILLE AVE STE 800 CHARLESTON SC 29405 990EZ 2022-07-01 571134283 CFA SOCIETY SOUTH CAROLINA CFAS 8438138000 PO BOX 12612 CHARLESTON SC 29422 BRIAN HUSSAIN CFA TREASURER 8438138000 2024-05-13 BRIAN HUSSAIN 999009999 false ERIK M GLASER CPA P00724565 8438490179 2024-05-13 2022 2023-04-26 12:10:37Z X X WWW.CFASC.ORG X X 41025 X 23764 17261 41025 500 350 23688 24538 16487 237723 254210 237723 254210 237723 254210 237723 254210 X CFA SOCIETY SOUTH CAROLINA PROMOTES THE HIGHEST ETHICAL STANDARDS AND PROFESSIONAL EXCELLENCE WITHIN THE LOCAL INVESTMENT COMMUNITY. CFA SOCIETY SOUTH CAROLINA IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISERS, AND OTHER FINANCIAL PRACTITIONERS, THAT HAS SERVED CFA CHARTERHOLDERS AND CFA PROGRAM CANDIDATES LOCALLY FOR THE LAST 15 YEARS. MEMBERSHIP WE ARE PROUD TO PROMOTE THE HIGHEST ETHICAL STANDARDS AND PROFESSIONAL EXCELLENCE WITHIN THE LOCAL INVESTMENT COMMUNITY. (CONTINED ON SCH O) 500 23336 23336 JUSTIN PINCKNEY CFA PRESIDENT 2.00 0 CHARLES MOORE CFA PAST PRESIDE 2.00 0 KATIE STOKES CFA VICE PRESIDE 2.00 0 PAUL MEEKS CFA SECRETARY 2.00 0 BRIAN HUSSAIN CFA TREASURER 2.00 0 IRINA KOCH CFA MEMBER AT LA 2.00 0 JOSHUA GREENE CFA MEMBER AT LA 2.00 0 DAVID ALLISON CFA MEMBER AT LA 2.00 0 JOHN DECKER CFA MEMBER AT LA 2.00 0 KAREN OESER CFA MEMBER AT LA 2.00 0 PETER NIELSEN CFA MEMBER AT LA 2.00 0 CLIFF HODGE CFA MEMBER AT LA 2.00 0 TED GRAHAM CFA MEMBER AT LA 2.00 0 STEVE MARINO CFA MEMBER AT LA 2.00 0 false false false false false false false false SC BRIAN HUSSAIN PO BOX 12612 CHARLESTON SC 29422 8434780917 false false false false false false false false FORM 990-EZ, PART I, LINE 16 EXPENSES MEMBER CULTIVATION 1,820 ADMINISTRATIVE 5,483 SUPPLIES 15 WEBSITE AND IT 2,244 LUNCHEONS 10,343 SPONSORSHIP EVENTS 2,500 RESEARCH CHALLENGE 500 MEETING REIMBURSEMENTS 783 TOTAL 23,688 FORM 990-EZ, PART III CFA SOCIETY SOUTH CAROLINA IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISERS, AND OTHER FINANCIAL PRACTITIONERS, THAT HAS SERVED CFA CHARTERHOLDERS AND CFA PROGRAM CANDIDATES LOCALLY FOR OVER A DECADE. CFA SOCIETY SOUTH CAROLINA HAS OVER 222 MEMBERS AND IS A MEMBER SOCIETY WITH CFA INSTITUTE. OUR MEMBERS ARE PART OF A GLOBAL NETWORK OF MORE THAN 190,000 FINANCE AND INVESTMENT PROFESSIONALS IN MORE THAN 160 COUNTRIES AND TERRITORIES. OUR GOAL IS TO MAKE A DIFFERENCE IN THE FUTURE OF THE PROFESSION AT LOCAL LEVEL. RESEARCH CHALLENGE THE CFA INSTITUTE RESEARCH CHALLENGE IS AN ANNUAL GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS AND PROFESSIONAL ETHICS. EACH STUDENT WILL BE TESTED ON THEIR ANALYTIC, VALUATION, REPORT WRITING, AND PRESENTATION SKILLS. THEY GAIN REAL-WORLD EXPERIENCE AS THEY ASSUME THE ROLE OF A RESEARCH ANALYST. FORM 990-EZ, PART III CFA SOCIETY SOUTH CAROLINA PROMOTES THE HIGHEST ETHICAL STANDARDS AND PROFESSIONAL EXCELLENCE WITHIN THE LOCAL INVESTMENT COMMUNITY. CFA SOCIETY SOUTH CAROLINA IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISERS, AND OTHER FINANCIAL PRACTITIONERS, THAT HAS SERVED CFA CHARTERHOLDERS AND CFA PROGRAM CANDIDATES LOCALLY FOR THE LAST 15 YEARS.