Sylvie Scowcroft (CRD# 7828946) is an Investment Advisor Representative working at The Financial Grove LLC in Somerville, MA and has over 2 years of experience in the finance industry. Sylvie Scowcroft has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Financial Grove Llc, | Somerville, MA | Aug 2023 - Current | < 1 |
| Beyond Your Hammock | Boston, MA | Mar 2021 - Jun 2023 | 2 |
| Northwestern University School Of Professional Studies | Chicago, IL | May 2020 - Dec 2020 | < 1 |
| Eden Technologies | New York, NY | Apr 2019 - Apr 2020 | 1 |
| Fanvision Entertainment | New York, NY | Jan 2018 - Jan 2019 | 1 |
| Manhattan Theater Club | New York, NY | Sep 2017 - Dec 2017 | < 1 |
| Moxie Arts | New York, NY | Jun 2017 - Aug 2017 | < 1 |
| The Church Of Jesus Christ Of Latter-day Saints | Salvador, | Oct 2015 - Mar 2017 | 1 |
| Bank Of America | Charlotte, NC | Jun 2014 - Sep 2015 | 1 |
| The Colorado College | Colorado Springs, CO | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- MA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MA
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