Zachary Scott, financial advisor Indianapolis IN
89 score

Zachary Scott

CRD Number: 5546159
Current Firm: Signator Investors, Inc.

Zachary Scott (CRD# 5546159) is an Investment Advisor Representative working at Signator Investors, Inc. in Indianapolis, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Indianapolis, IN Sep 2013 - Current 3
University Of Indianapolis Indianapolis, IN Jan 2011 - Dec 2013 2
Pace Financial Group Fishers, IN Jan 2012 - May 2012 < 1
Jaffe Financial Services Indianapolis, IN Aug 2010 - Dec 2010 < 1
J.p. Morgan Private Bank Chicago, IL May 2010 - Aug 2010 < 1
Pace Financial Group Fishers, IN Jan 2010 - May 2010 < 1
Butler University Indianapolis, IN Aug 2007 - May 2010 2
Capstone Asset Management Houston, TX Jun 2009 - Aug 2009 < 1
Rbc Wealth Management Minneapolis, MN Jun 2008 - Aug 2008 < 1
Americorps Bay St. Louis, MS Jun 2007 - Aug 2007 < 1
Effingham High School Effingham, IL Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Zachary T. Scott
Phone Number: 800-543-6611
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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