Scott Chaffee, financial advisor Seattle WA
93 score

Scott Chaffee

CRD Number: 5393709
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Scott Chaffee (CRD# 5393709) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Seattle, WA and has over 9 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Seattle WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Score
105
Similar Advisors
Sunil Sanghvi, financial advisor Seattle WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Score
100
Similar Advisors
Mark Bergeron, financial advisor Seattle WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Score
103
Company Name Location Dates Years
Bancwest Investment Services Seattle, WA May 2016 - Current < 1
Russell Investments Tacoma, WA Nov 2009 - May 2016 6
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Oct 2009 < 1
Raymond James Financial Services Federal Way, WA Jul 2007 - Oct 2009 2
Unemployed Federal Way, WA Jun 2007 - Jul 2007 < 1
University Of Montana Missoula, MT Jan 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Scott S. Chaffee
Phone Number: 800-338-3919
Registered State(s):
  • AZ
  • KS
  • NV
  • UT
  • WI
  • WA
  • CA
  • OR
  • CO
  • ND
  • OK
  • SD
  • ID
  • IA
  • MO
  • MN
  • NE
  • NM
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Scott Chaffee and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.