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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Morrison is an Investment Advisor Representative associated with The Colony Group, LLC. Scott Morrison has a Series 6, SIE, 63 and 65 licenses and is registered in Florida. Scott Morrison has been in the industry since 2018. Prior to joining The Colony Group, LLC, Scott Morrison was associated with FIRST REPUBLIC SECURITIES COMPANY, LLC and Pruco Securities, LLC. Scott Morrison also previously worked at The Prudential Insurance Company of America, New York Life Insurance Company, Florida Virtual School, School District of Palm Beach County, Yeshiva Tiferes Torah of Boca Raton, Hadar High School for Girls, Elite Squad Baseball, Quadmo Distribution, First Republic Investment Company, Inc, and The Colony Group, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
FL
10/10/2022 - Present
THE Colony Group, LLC (Boca Raton FL)
FL
10/20/2021 - 07/19/2022
FIRST REPUBLIC SECURITIES COMPANY, LLC (Jupiter FL)
FL
09/11/2018 - 08/26/2021
PRUCO SECURITIES, LLC. (West Palm Beach FL)
BC
Issued 01/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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