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Scott David Carl

Great Point Advisors, LLC

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About Scott David Carl

Scott Carl is an investment advisor representative. Scott Carl is a financial advisor at Great Point Advisors, LLC. Scott Carl has 14 years of experience in the financial industry. Scott Carl is registered with the state of North Carolina. Scott Carl is licensed to sell securities in the states of Arizona, Arkansas, California, Colorado, Florida, Illinois, Minnesota, Nevada, North Carolina, Oregon, Pennsylvania, Tennessee, and Wyoming.

Firm Information

Scott Carl is currently registered with Great Point Advisors, LLC. Great Point Advisors, LLC is a Chicago, IL-based firm that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. With 20 licensed agents, the firm manages approximately $14.58 million in assets for 88 clients.
Great Point Advisors, LLC

200 W. JACKSON BLVD. #1000

CHICAGO, IL 60606

$14.58M

Assets Under Management

Not reported

Total Clients

18

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.

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 Carl’s Registration & Firm History

IL

01/10/2022 - Present

Great Point Advisors, LLC (CHICAGO IL)

FL

03/23/2018 - 01/07/2019

MADISON AVENUE SECURITIES, LLC (Boca Raton FL)

FL

10/09/2017 - 04/16/2018

INVESTACORP, INC. (BOCA RATON FL)

PA

09/10/2008 - 08/17/2012

AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)

PA

11/07/2007 - 08/21/2008

MUTUAL SERVICE CORPORATION (PHOENIXVILLE PA)

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Licenses & Designations

BC

Issued 05/01/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott David Carl.
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