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Scott Adam Weissman

Matrix Private Capital Group

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About Scott Adam Weissman

Scott Weissman is a financial advisor with over 20 years of experience in the financial services industry. Scott joined Matrix Private Capital Group in 2019 and has been providing financial advice to individual and institutional clients. Before joining Matrix Private Capital Group, Scott worked for Morgan Stanley and was based in Chicago. He has a deep understanding of the financial markets and has a proven track record of success in providing customized financial solutions to his clients. Scott has extensive experience in managing investments and providing financial planning services.

Firm Information

Scott Weissman is currently registered with Matrix Private Capital Group. Matrix Private Capital Group is a New York-based investment advisory firm with over $447 million in regulatory assets under management. The firm provides portfolio management services to individuals, corporations, and pooled investment vehicles. They have a team of 3 investment advisor representatives and 7 investment advisory functions. Their client base includes high-net-worth individuals, corporations, pooled investment vehicles, and individuals other than high-net-worth.
Matrix Private Capital Group

400 PARK AVE

NEW YORK, NY 10022

$447.23M

Assets Under Management

Not reported

Total Clients

2

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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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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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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Scott Weissman’s Registration & Firm History

UT

01/06/2021 - Present

Matrix Private Capital Group (PARK CITY UT)

IL

06/01/2009 - 04/30/2019

MORGAN STANLEY (Chicago IL)

IL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)

IL

10/24/1996 - 04/02/2007

MORGAN STANLEY DW INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 11/22/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 10/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Adam Weissman.
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