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Scott Aaron Fishel

Executive Wealth Management, LLC

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About Scott Aaron Fishel

Scott Fishel is a registered investment advisor representative with Executive Wealth Management, LLC. Scott holds the Series 63 and Series 65 licenses and the SIE Exam. Scott provides financial planning services and portfolio management for individuals, businesses, and pooled investment vehicles. Scott is registered with the Securities and Exchange Commission (SEC) and is registered in 16 states: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Washington, and Wisconsin. Scott is also a licensed fixed insurance agent in Michigan. Scott is a member of the firm's Brighton, MI office.

Firm Information

Scott Fishel is currently registered with Executive Wealth Management, LLC. Executive Wealth Management, LLC is an investment advisor based in Brighton, MI. The firm has approximately $1 billion - $10 billion in assets under management and provides a variety of advisory services including financial planning, educational seminars, selection of other advisors, portfolio management for individuals, businesses, and pooled investment vehicles. The firm caters to a diverse clientele, including individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and deceased/settling estates.
Executive Wealth Management, LLC

135 WEST NORTH STREET

BRIGHTON, MI 48116

$1.44B

Assets Under Management

Not reported

Total Clients

26

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Scott Fishel’s Registration & Firm History

MI

01/20/2023 - Present

Executive Wealth Management, LLC (BRIGHTON MI)

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Licenses & Designations

IA

Issued 06/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Aaron Fishel.
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