Scott Dillie, financial advisor Reston VA
93 score

Scott Dillie

CRD Number: 5955708
Current Firm: Capital Fiduciary Advisors, LLC

Scott Dillie (CRD# 5955708) is an Investment Advisor Representative working at Capital Fiduciary Advisors, LLC in Reston, VA and has over 4 years of experience in the finance industry. Scott Dillie 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
Investment Professionals Inc. Reston, VA Jan 2014 - Current 4
Capital Fiduciary Advisors, LLC Reston, VA Jan 2014 - Current 4
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2011 - Jan 2014 2
Northwestern Mutual Investment Services, LLC Mc Lean, VA Aug 2011 - Dec 2013 2
Partners In Financial Planning Salem, VA Jan 2010 - Jul 2011 1
Virginia Polytechnic Institute And State University Blacksburg, VA Aug 2005 - Dec 2009 4
Private Wealth Advisors Pittsburgh, PA May 2009 - Aug 2009 < 1
Mclagan Partners Stamford, CT May 2008 - Aug 2008 < 1
Thorp, Reed & Armstrong, LLP Pittsburgh, PA May 2007 - Jul 2007 < 1
Upper St. Clair Township Pittsburgh, PA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
Contact Info for Scott D. Dillie
Phone Number: 703-871-5961
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Publication of periodicals or newsletters
  • 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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