Desmond ScottCRD Number: 4534578
Current Firm: Transamerica Financial Advisors, Inc.
Desmond Scott (CRD# 4534578) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in White Plains, NY and has over 15 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|I.s. 289 Parent Teachers Association||New York, NY||Jul 2014 - Current||3|
|Emblem Health||New York, NY||Dec 2012 - Current||5|
|Transamerica Financial Advisors, Inc.||White Plains, NY||Jan 2012 - Current||6|
|Oxford Health Plans||Trumbull, CT||Nov 2010 - Current||7|
|Aetna||Hartford, CT||Apr 2010 - Current||7|
|D. Scott And Assoicates, LLC||Laurelton, NY||Oct 2009 - Current||8|
|Alliance Plus, Inc.||Westbury, NY||May 2007 - Current||10|
|World Financial Group, Inc.||White Plains, NY||Jun 2001 - Current||16|
|Transamerica Financial Advisors, Inc.||Brooklyn, NY||Jan 2012 - Jan 2012||< 1|
|Investment Advisors International, Inc.||Brooklyn, NY||Jan 2008 - Jan 2012||4|
|World Group Securities, Inc.||Brooklyn, NY||Aug 2002 - Jan 2012||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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