Scott Anderson, financial advisor Colorado Springs CO

Scott Anderson

CRD Number: 5948371
Current Firm: Altus Wealth Group, LLC

Scott Anderson (CRD# 5948371) is an Investment Advisor Representative working at Altus Wealth Group, LLC in Colorado Springs, CO and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2020 - Current 4
Altus Wealth Group, LLC Colorado Springs, CO Nov 2019 - Current 4
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2019 4
Morgan Stanley Colorado Springs, CO Apr 2014 - Nov 2019 5
Unemployed Colorado Springs, CO Jan 2014 - Apr 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Scott R. Anderson
Phone Number: 719-900-1295
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    445
    MILLIONS
  • Total Number of Accounts
    2,195
    ACCOUNTS
  • Average Account Value
    $202,753
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, DE, FL, MI, MN, MT, NC, NE, NM, NV, OH, PA, RI, TX, UT, VA, WA, WI, WY

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