Scott MeekCRD Number: 6020430
Current Firm: Strategic Advisers, Inc.
Scott Meek (CRD# 6020430) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Jul 2012 - Current||5|
|Deloitte & Touche LLP||Salt Lake City, UT||Sep 2010 - Jun 2012||1|
|Unemployed||Yakima, WA||Jun 2010 - Sep 2010||< 1|
|Unemployed||Spokane, WA||Sep 2009 - May 2010||< 1|
|Whitworth University||Spokane, WA||May 2009 - Sep 2009||< 1|
|Whitworth University||Spokane, WA||Aug 2008 - May 2009||< 1|
|International Trade Alliance||Spokane, WA||May 2008 - Aug 2008||< 1|
|Whitworth University||Spokane, WA||Aug 2007 - May 2008||< 1|
|Whitworth University||Spokane, WA||May 2007 - Aug 2007||< 1|
|Whitworth University||Spokane, WA||Sep 2006 - May 2007||< 1|
|Yakima School District||Yakima, WA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV