Scott BedellCRD Number: 1241080
Current Firm: Strategic Advisers, Inc.
Scott Bedell (CRD# 1241080) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Chesterfield, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Fidelity Brokerage Services LLC||Chesterfield, MO||Apr 2017 - Current||1|
|Charles Schwab & Company,inc||Chesterfield, MO||May 2013 - Apr 2017||3|
|Charles Schwab Bank||Chesterfield, MO||May 2013 - Apr 2017||3|
|Mid America Lacrosse Officials Association||St Louis, MO||Mar 1991 - Apr 2017||26|
|Magnolia Investment Group LLC||St Louis, MO||Jun 2012 - Sep 2013||1|
|Magnolia Investment Group||St Louis, MO||Jun 2012 - May 2013||< 1|
|J.p. Morgan Securities Inc.||St Louis, MO||Jul 2010 - May 2012||1|
|Jpmorgan Chase Bank||St Louis, MO||Jul 2010 - May 2012||1|
|Wanger Omniwealth, LLC||Chicago, IL||Dec 2009 - Jun 2010||< 1|
|Omniwealth||Denver, CO||Jun 2009 - Dec 2009||< 1|
|Independent Consultant||St. Louis, MO||May 2008 - May 2009||1|
|Us Bank||St. Louis, MO||Apr 1992 - May 2008||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2009|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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, WY
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