Megan Scotto, financial advisor New Haven CT
93 score

Megan Scotto

CRD Number: 5445484
Current Firm: Snowden Capital Advisors LLC

Megan Scotto (CRD# 5445484) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in New Haven, CT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Snowden Account Services, Inc. New York, NY Dec 2013 - Current 4
Snowden Capital Advisors LLC New York, NY Dec 2013 - Current 4
Merrill Lynch New Haven, CT May 2012 - Dec 2013 1
Unemployed Wallingford, CT Aug 2011 - May 2012 < 1
Ubs Securities LLC Stamford, CT Jul 2007 - Aug 2011 4
Unemployed Northford, CT May 2007 - Jul 2007 < 1
Boston University/office Assistant Boston, MA Sep 2004 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Megan Scotto
Phone Number: 646-218-9760
Registered State(s):
  • CA
  • CT
  • FL
  • MA
  • VT
  • CO
  • MD
  • NH
  • PA
  • VA
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 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


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

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