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Basil Nmn Scott

American Money Management, LLC

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About Basil Nmn Scott

Basil Scott is a financial advisor registered with American Money Management, LLC, a registered investment advisor (RIA). Basil's previous employment includes experience at Smith Barney Inc., Lehman Brothers Inc., Loeb Partners, Loeb Rhoades & Co. Inc. and Loeb, Rhoades & Co. Inc. Basil is licensed in California and Virginia. Basil is also licensed in New Jersey as an Investment Advisor Representative. Basil specializes in providing financial planning, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

Firm Information

Basil Scott is currently registered with American Money Management, LLC. American Money Management, LLC is an investment advisor based in Rancho Santa Fe, CA. The firm provides a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $660,473,182 in assets, with a focus on high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
American Money Management, LLC

14249 RANCHO SANTA FE FARMS ROAD

RANCHO SANTA FE, CA 92067

$660.47M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Basil Scott’s Registration & Firm History

CA

01/02/2025 - Present

American Money Management, LLC (RANCHO SANTA FE CA)

NY

07/31/1993 - 03/14/1997

SMITH BARNEY INC. (NEW YORK NY)

NY

11/26/1979 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

01/18/1978 - 11/26/1979

LOEB PARTNERS

NA

01/04/1977 - 01/18/1978

LOEB RHOADES & CO. INC.

NA

10/06/1970 - 01/04/1977

LOEB, RHOADES & CO. INC.

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Licenses & Designations

BC

Issued 09/24/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/1981

Series 5 - Interest Rate Options Examination

BC

Issued 09/07/1977

PC - AMEX Put and Call Exam

BC

Issued 04/07/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Basil Nmn Scott.
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