Scott Seney, financial advisor Braintree MA
90 score

Scott Seney

CRD Number: 5994306
Current Firm: Strategic Advisers, Inc.

Scott Seney (CRD# 5994306) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Braintree, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Marlborough, MA Feb 2011 - Current 5
Veritude Smithfield, RI May 2010 - Feb 2011 < 1
Unemployed Boston, MA Mar 2010 - May 2010 < 1
Bfds(through Kelly Services) Canton, MA Nov 2009 - Mar 2010 < 1
Unemployed Boston, MA Aug 2009 - Nov 2009 < 1
Harrison & Burrowes Glenmont, NY Jul 2009 - Aug 2009 < 1
Adk Promos Boston, MA May 2008 - Aug 2009 1
Puckmasters Hockey Training Marlborough, MA Sep 2008 - Jun 2009 < 1
Unemployed Silver Spring, MD Jan 2008 - May 2008 < 1
L.a. Fitness Silver Spring, MD Oct 2007 - Jan 2008 < 1
Unemployed Silver Spring, MD Apr 2007 - Oct 2007 < 1
Chicago Hounds Chicago, IL Mar 2007 - Apr 2007 < 1
Ft. Wayne Komets Fort Wayne, IN Dec 2006 - Mar 2007 < 1
Arizona Sundogs Prescott Valley, AZ Nov 2006 - Dec 2006 < 1
Phoenix Roadrunners Phoenix, AZ Sep 2006 - Nov 2006 < 1
Unemployed Silver Spring, MD Aug 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Scott L. Seney
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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