Stephen Scott, financial advisor Jackson WY

Stephen Scott

CRD Number: 1024249
Current Firm: Scott Investment Advisors, LP

Stephen Scott (CRD# 1024249) is an Investment Advisor Representative working at Scott Investment Advisors, LP in Jackson, WY and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Scottadvisors.com, Inc. Jackson, WY Jul 1997 - Current 26
Scott Investment Advisors, LP Jackson Hole, WY Jul 1997 - Jul 2022 25
Moosetree Partners, LP Jackson Hole, WY Jul 1997 - Jul 2022 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Feb 1995
Contact Info for Stephen C. Scott
Phone Number: 562-900-7261
Firm Website: http://scottadvisors.com
Registered State(s):
  • WY
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

WY

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