Scott Langlais, financial advisor Greenwich CT
96 score

Scott Langlais

CRD Number: 2964819
Current Firm: Strategic Advisers, Inc.

Scott Langlais (CRD# 2964819) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwich, CT and has over 18 years of experience in the finance industry. Scott Langlais has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fidelity Investments Greenwich, CT Jun 2013 - Current 3
Legg Mason & Company LLC Stamford, CT Jul 2010 - Jun 2013 2
Legg Mason Investor Services, LLC Stamford, CT Jul 2010 - Jun 2013 2
Clearbridge Investments LLC New York, NY Jul 2010 - Jun 2013 2
Newalliance Investments, Inc. New Haven, CT Feb 2010 - Jul 2010 < 1
Egidio Financial Group, Inc. Cheshire, CT Jul 2009 - Feb 2010 < 1
Commonwealth Financial Network Waltham, MA Jul 2009 - Feb 2010 < 1
Unemployed Fairfield, CT Jan 2009 - Jul 2009 < 1
Axa Distributors LLC New York, NY Feb 2006 - Jan 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1997
Contact Info for Scott L. Langlais
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CT
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
96
Clean Record
This advisor has a clean track record with regulators.

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