Shannon Scott, financial advisor Gainesville FL

Shannon Scott

CRD Number: 6816291
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Shannon Scott (CRD# 6816291) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Gainesville, FL Mar 2020 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Gainesville, FL Jan 2020 - Current 4
Self-employed, Independent Contractor High Springs, FL Nov 2019 - Jan 2020 < 1
Edward Jones St Louis, MO Jun 2017 - Oct 2019 2
Grand Canyon University Phoenix, AZ May 2014 - May 2017 3
Custer Thrift Store/rental Properties Custer City, OK Jan 2006 - Nov 2016 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Shannon N. Scott
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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