Scott Gillespie, financial advisor Boston MA

Scott Gillespie

CRD Number: 6319566
Current Firm: Artemis Financial Advisors
Compensation Model: Fee Only

At Artemis Financial Advisors we work tirelessly to advance our clients financial goals. I support our clients and the firm as a portfolio manager and financial advisor.

We help individuals and families realize their financial goals by working with them to develop and implement a customized financial plan and investment strategy.

Artemis is a fee-only financial planning and investment management firm based in Boston, Massachusetts.

CONTACT
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Professional Designations
Company Name Location Dates Years
Artemis Financial Advisors Boston, MA May 2020 - Current 1
Little House Capital, LLC Braintree, MA Nov 2017 - May 2020 2
Arkadios Capital Atlanta, GA Sep 2019 - Dec 2019 < 1
People's United Bank Bridgeport, CT Jul 2014 - Nov 2017 3
People's Securities, Inc. Bridgeport, CT Feb 2015 - Nov 2015 < 1
State Street Bank Boston, MA May 2012 - Jul 2014 2
Wake Forest University Winston Salem, NC Aug 2007 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Scott A. Gillespie
By the Numbers
  • Total Assets Under Management
    218
    MILLIONS
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $1,002,010
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MA

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