Scott Chelist (CRD# 7282689) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in O'fallon, MO and has over 3 years of experience in the finance industry.
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
CRD# 2692648
Arbor Point Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | O'fallon, MO | May 2023 - Current | 1 |
| Wells Fargo Clearing Services | St Louis, MO | Nov 2021 - Apr 2023 | 1 |
| Wells Fargo Clearing Services | St. Louis, MO | Jun 2021 - Oct 2021 | < 1 |
| Disys | St. Louis, MO | Apr 2021 - Oct 2021 | < 1 |
| Td Ameritrade | St. Louis, MO | Aug 2020 - Mar 2021 | < 1 |
| Paulo Products Company | St. Louis, MO | Feb 2020 - Jun 2020 | < 1 |
| Project Greenlight Kratom Plus Cbd | Brentwood, MO | Oct 2019 - Feb 2020 | < 1 |
| Hawthorn Leadership School For Girls | St. Louis, MO | Sep 2019 - Oct 2019 | < 1 |
| Saul Mirowitz Jewish Community School | Creve Coeur, MO | Jul 2018 - Jul 2019 | 1 |
| Spectrum Business | Ballwin, MO | Oct 2016 - Jul 2018 | 1 |
| Camp Young Judaea | Amherst, NH | May 2016 - Sep 2016 | < 1 |
| Mary Institute And St. Louis Country Day School | Ladue, MO | Sep 2015 - Sep 2016 | 1 |
| Camp Young Judaea | Amherst, NH | Jun 2015 - Sep 2015 | < 1 |
| The Fenn School | Concord, MA | Jan 2015 - Jun 2015 | < 1 |
| Unemployed | Sommerville, MA | Jul 2014 - Jan 2015 | < 1 |
| Cohen Hillel Academy | Marblehead, MA | Jul 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- MO
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Total Assets Under Management40,516MILLIONS
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Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
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