Scott Keswick, financial advisor San Jose CA

Scott Keswick

CRD Number: 5085738
Current Firm: Silicon Valley Retirement Services, LLC

Scott Keswick (CRD# 5085738) is an Investment Advisor Representative working at Silicon Valley Retirement Services, LLC in San Jose, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Silicon Valley Retirement Services, LLC San Jose, CA Sep 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2010
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Scott A. Keswick
Phone Number: 408-572-5572
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    944
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $17,817,403
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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