Scott Seibel (CRD# 4047361) is an Investment Advisor Representative working at Capacuity LLC in Braintree, MA and has over 24 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Westport Strategies LLC | Braintree, MA | Jan 2011 - Current | 13 |
| Fas Corp. | Leawood, KS | Jan 2011 - Sep 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- AZ
- FL
- MA
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Total Assets Under Management7,114MILLIONS
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Total Number of Accounts140ACCOUNTS
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Average Account Value$50,814,274
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI
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