Scott Gordon-Macey, financial advisor Marlboro VT

Scott Gordon-Macey

CRD Number: 5050665
Current Firm: Mml Investors Services, LLC

Scott Gordon-Macey (CRD# 5050665) is an Investment Advisor Representative working at Mml Investors Services, LLC in Marlboro, VT and has over 15 years of experience in the finance industry. Scott Gordon-Macey 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
Mml Investors Services, LLC Marlboro, VT Mar 2017 - Current 4
Mass Mutual Life Insurance Company Marlboro, VT Jul 2016 - Current 5
Msi Financial Services Brattleboro, VT Jul 2016 - Mar 2017 < 1
Metropolitan Life Insurance Keene, NH Oct 2005 - Jul 2016 10
Metlife Securities Inc. Keene, NH Oct 2005 - Jul 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Oct 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott D. Gordon-Macey
Phone Number: (413)737-8400
Registered State(s):
  • FL
  • NH
  • VT
By the Numbers
  • Total Assets Under Management
    49,002
    MILLIONS
  • Total Number of Accounts
    252,369
    ACCOUNTS
  • Average Account Value
    $194,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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