Fiduciary wealth management, personal trust, and retirement planning branch at 2100 S Parrott Ave in Okeechobee (`(863) 763-5573`), operated by **SouthState Bank, National Association** (`FDIC Certificate #33555`, `OCC Charter #22668` with full `12 CFR Part 9` fiduciary trust powers) and its SEC-registered investment adviser subsidiary **SouthState Advisory, Inc.** (`Firm CRD #153113` / `SEC File #801-71625`, plus brokerage services via `LPL Financial LLC`, `Firm CRD #6413`). Cross-referenced with neighboring South Parrott Avenue bank wealth offices **Truist Wealth** (`815 S Parrott Ave`, `(863) 824-4200`, `FDIC #9846` / `CRD #283390`) and **PNC Investments** (`2801 US Hwy 441 S`, `(863) 763-1924`, `FDIC #6384` / `CRD #129052`), providing South Okeechobee and Taylor Creek retirees with fiduciary portfolio management, trust administration, and estate settlement.
Official Verification Sources: SEC IAPD — SouthState Advisory, Inc. (CRD #153113 / SEC #801-71625); FDIC BankFind — SouthState Bank, N.A. (FDIC Certificate #33555)
Issuer: U.S. SEC, Office of the Comptroller of the Currency (OCC) & FDIC
Notes: SouthState Advisory, Inc. (Firm CRD #153113 / SEC #801-71625, 0 disclosures) and SouthState Bank, N.A. (FDIC #33555, OCC #22668) operate at 2100 S Parrott Ave, Okeechobee, FL 34974 ((863) 763-5573). Cross-referenced with Truist Wealth (815 S Parrott Ave, (863) 824-4200) and PNC Investments (2801 US Hwy 441 S, (863) 763-1924).
Factual details and direct answers about SouthState Wealth / SouthState Bank, N.A. — Okeechobee Branch (SouthState Advisory, Inc.)'s services, licensing, and credentials.
How is SouthState Wealth regulated at the Okeechobee branch?
Fiduciary investment advisory portfolios are managed through SouthState Advisory, Inc. (SEC File #801-71625 / Firm CRD #153113, 0 regulatory disclosures), while personal trust and estate administration are regulated by the Office of the Comptroller of the Currency (OCC Charter #22668 / FDIC #33555).
Where is the SouthState Bank branch located in Okeechobee?
SouthState Bank is located at 2100 S Parrott Ave (US Hwy 441 S) in Okeechobee, FL 34974, convenient to Taylor Creek and Lake Okeechobee's north shore communities, and can be reached at (863) 763-5573.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.