Scott DillieCRD 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Investment Professionals Inc.||Reston, VA||Jan 2014 - Current||3|
|Capital Fiduciary Advisors, LLC||Reston, VA||Jan 2014 - Current||3|
|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|
Total Assets Under Management463MILLIONS
Total Number of Accounts893ACCOUNTS
Average Account Value$518,004
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
DC, MD, TX, VA, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.