Scott GillespieCRD 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.
Advanced Portfolio Design, LLC
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Artemis Financial Advisors||Boston, MA||May 2020 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2014|
Total Assets Under Management265MILLIONS
Total Number of Accounts329ACCOUNTS
Average Account Value$806,625
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
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