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.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
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 |
- CO
-
Total Assets Under Management445MILLIONS
-
Total Number of Accounts2,195ACCOUNTS
-
Average Account Value$202,753
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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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