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Gregory David Scott

Scott Capital Partners

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About Gregory David Scott

Gregory Scott is a registered investment advisor representative with Scott Capital Partners. Gregory has been in the industry since 1993. Gregory holds the Series 7 and Series 63 licenses. Gregory is also a registered investment advisor representative in Connecticut and Wyoming. Scott Capital Partners specializes in portfolio management for pooled investment vehicles.

Firm Information

Gregory Scott is currently registered with Scott Capital Partners. Scott Capital Partners is an investment advisor with approximately $44 million in regulatory assets under management. The firm primarily manages assets for pooled investment vehicles.

$44.00M

Assets Under Management

Not reported

Total Clients

3

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.

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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performance-based fees

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

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other

Carried interest and overhead reimbursement

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Gregory Scott’s Registration & Firm History

WY

12/21/2017 - Present

Scott Capital Partners (JACKSON WY)

NY

08/18/1993 - 07/02/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory David Scott.
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