Scott McWilliams (CRD# 6450834) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 3228403
Sand Hill Global Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epiq Capital Group LLC | San Francisco, CA | Feb 2019 - Current | 5 |
| Jpmorgan Securities LLC | San Francisco, CA | Feb 2018 - Feb 2019 | 1 |
| Jpmorgan Securities LLC | New York, NY | Dec 2016 - Feb 2018 | 1 |
| Allianz Global Investors Distributors LLC | New York, NY | Feb 2015 - Dec 2016 | 1 |
| Unemployed | New York, NY | Sep 2014 - Jan 2015 | < 1 |
| Boston Cannons | Boston, MA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- CA
-
Total Assets Under Management4,939MILLIONS
-
Total Number of Accounts896ACCOUNTS
-
Average Account Value$5,512,039
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- 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)
CA, CO, FL, NV, NY, TX
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