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Scott Alexander Greenwood

Stonepoint Capital, LLC

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About Scott Alexander Greenwood

Scott Greenwood is a financial professional with over 10 years of experience in the industry. Scott Greenwood is currently registered with Stonepoint Capital, LLC and is actively pursuing his professional career. In the past, Scott Greenwood was also associated with Trustcore Investments, Inc. and Raymond James Financial Services, Inc. Scott Greenwood holds the Series 66 and Series 7 licenses. Scott Greenwood provides financial planning services and acts as a financial planner. Scott Greenwood also specializes in working with high-net-worth individuals, pooled investment vehicles, and investment companies.

Firm Information

Scott Greenwood is currently registered with Stonepoint Capital, LLC. Stonepoint Capital, LLC is a Nashville, TN-based registered investment advisor with over $154 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer business/tax consulting and selection of other advisors. The firm's clients primarily include high net worth individuals, investment companies, and pooled investment vehicles.
Stonepoint Capital, LLC

4015 HILLSBORO PIKE

NASHVILLE, TN 37215

$154.90M

Assets Under Management

Not reported

Total Clients

1

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 individuals

Personalized portfolio management to meet individual financial objectives.

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business/tax consulting

Business/tax consulting

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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Scott Greenwood’s Registration & Firm History

TN

01/24/2022 - Present

Stonepoint Capital, LLC (NASHVILLE TN)

TN

06/14/2010 - 04/06/2015

TRUSTCORE INVESTMENTS, INC. (BRENTWOOD TN)

TN

03/20/2009 - 06/11/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 04/16/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Alexander Greenwood.
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