Scott Shlecter, financial advisor Beverly Hills CA

Scott Shlecter

CRD Number: 4810465
Current Firm: Shlecter Wealth Management, LLC

Scott Shlecter (CRD# 4810465) is an Investment Advisor Representative working at Shlecter Wealth Management, LLC in Beverly Hills, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Shlecter Wealth Management, LLC Beverly Hills, CA May 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Scott H. Shlecter
Phone Number: 310-738-1400
Registered State(s):
  • CA
Current Firm Details
Shlecter Wealth Management, LLC
Firm's CRD Number: 167973
By the Numbers
  • Total Assets Under Management
    54
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $1,080,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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