Scott SyphersCRD Number: 3073399
Current Firm: Broad Reach Capital
Scott Syphers (CRD# 3073399) is an Investment Advisor Representative working at Broad Reach Capital in Durham, NC and has over 19 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Broad Reach Risk Management||Durham, NC||Jan 2020 - Current||2|
|Broad Reach Reinsurance Company, Inc.||Durham, NC||Nov 2017 - Current||4|
|Quantum Captial, LLC||Durham, NC||Sep 2007 - Current||14|
|Wealth Preservation Group, LLC||Durham, NC||Sep 2007 - Current||14|
|New Era Financial Planners Inc.||Durham, NC||Aug 1999 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management57MILLIONS
Total Number of Accounts14ACCOUNTS
Average Account Value$4,057,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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