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Scott Brian McGhie

THE Fiduciary Group

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About Scott Brian McGhie

Scott McGhie is a financial advisor with The Fiduciary Group, based in Savannah, GA. Scott has been in the industry since 2007, and has experience with a variety of financial products and services. He holds the Series 7, 63, 86 and 87 licenses and is a CFA charterholder. Scott has experience providing portfolio management services to individuals, businesses and charitable organizations. He also offers financial planning and other advisory services to help clients achieve their financial goals.

Firm Information

Scott McGhie is currently registered with THE Fiduciary Group. THE Fiduciary Group is an investment advisor registered with the SEC and located in Savannah, Georgia. The firm provides financial planning, portfolio management for individuals and businesses, and credit and cash management solutions. They have approximately $1.61 billion in regulatory assets under management, primarily from high-net-worth individuals, corporations, pension plans, and charitable organizations.
THE Fiduciary Group

310 COMMERCIAL DRIVE

SAVANNAH, GA 31406-3682

$1.61B

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.

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credit and cash management solutions, insurance solutions

Credit and cash management solutions, insurance solutions

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 McGhie’s Registration & Firm History

GA

08/04/2024 - Present

THE Fiduciary Group (SAVANNAH GA)

NY

03/30/2007 - 09/03/2008

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/27/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2007

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/12/2007

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 03/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Brian McGhie.
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