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Scott Frederick Gurr is a financial advisor with Compound Family Offices, LLC. Scott has been a Registered Investment Advisor since January 15, 2019. Scott has been in the industry for over 10 years, serving individuals, high net worth individuals and charitable organizations. Scott is also a Personal Financial Specialist. Compound Family Offices, LLC is a firm that focuses on financial planning, portfolio management, and selection of other advisors. The firm provides financial advice to individuals, high-net-worth individuals, and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
01/15/2019 - Present
Compound Family Offices, LLC (SARASOTA FL)
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2001
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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