Scott Ferrette (CRD# 5584620) is an Investment Advisor Representative working at Horizon Investments LLC in San Francisco, CA and has over 15 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Horizon Investments LLC | Ladera Ranch, CA | Jun 2016 - Current | 7 |
Quasar Distributors, LLC | Milwaukee, WI | Jun 2016 - Current | 7 |
Hennion & Walsh Inc. | Parsippany, NJ | May 2014 - May 2016 | 2 |
Sc Distributors LLC | Newport Beach, CA | Jan 2011 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2008 |
S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- CA
-
Total Assets Under Management3,817MILLIONS
-
Total Number of Accounts3,414ACCOUNTS
-
Average Account Value$1,117,989
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
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, VI, VT, WA, WI, WV, WY
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