Scott DillieCRD Number: 5955708
Current Firm: Bronfman Rothschild
Scott Dillie (CRD# 5955708) is an Investment Advisor Representative working at Bronfman Rothschild in Reston, VA and has over 5 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
Palatine Advisors, Inc.
Rembert Pendleton Jackson
|Bronfman E.l. Rothschild, LP||Rockville, MD||May 2017 - Current||1|
|Capital Fiduciary Advisors, LLC||Reston, VA||Jan 2014 - May 2017||3|
|Investment Professionals Inc.||Reston, VA||Jan 2014 - Jul 2016||2|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
Total Assets Under Management5,391MILLIONS
Total Number of Accounts7,542ACCOUNTS
Average Account Value$714,797
- 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)
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
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