Scott Tuxbury (CRD# 2678904) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Newton, MA and has over 14 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5773963
Fuller Brook Financial Partners, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sapers & Wallack | Newton, MA | Sep 2019 - Current | 4 |
| Lion Street Advisors | Austin, TX | Jan 2018 - Current | 5 |
| Pfe Advisors, Inc. | Southborough, MA | Oct 2016 - Dec 2017 | 1 |
| Nfp Advisors | Providence, RI | Sep 2015 - Sep 2016 | 1 |
| Kestra Financial Services, Inc. | Austin, TX | Sep 2015 - Sep 2016 | 1 |
| New Wealth Advisors, LLC | Tewksbury, MA | Jul 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
| S63 | Uniform Securities State Law Examination | Mar 2016 |
- MA
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Total Assets Under Management1,401MILLIONS
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Total Number of Accounts4,709ACCOUNTS
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Average Account Value$297,543
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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