Steven Scott, financial advisor San Rafael CA
93 score

Steven Scott

CRD Number: 3012366
Current Firm: Global Retirement Partners LLC

Steven Scott (CRD# 3012366) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC Portsmouth, NH Apr 2017 - Current 1
Lpl Financial, LLC Portsmouth, NH Apr 2017 - Current 1
Retirement Solution Group Chicago, IL May 2005 - Current 12
Ausdal Financial Partners, Inc. Chicago, IL Jan 2009 - Apr 2017 8
Associated Securities Corp. Los Angeles, CA Aug 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Steven R. Scott
Phone Number: 415-526-2751
Registered State(s):
  • NH
  • OH
By the Numbers
  • Total Assets Under Management
    26,371
    MILLIONS
  • Total Number of Accounts
    4,693
    ACCOUNTS
  • Average Account Value
    $5,619,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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