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Scott M Allison

Kera Capital Partners

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About Scott M Allison

Scott Allison is an investment advisor representative registered with Kera Capital Partners. Scott has been in the financial industry for over a decade. Scott is also a licensed insurance broker and provides consulting services in addition to investment advisory services. Scott has worked for Morgan Stanley Smith Barney LLC, KWB Creative, MxU and Scott Allison Films in addition to Kera Capital Partners. Scott has a Series 66, Series 7 and SIE. Scott is also registered with the state of California.

Firm Information

Scott Allison is currently registered with Kera Capital Partners. Kera Capital Partners is an investment advisor based in San Jose, CA with approximately $760.77 million in regulatory assets under management. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, and other investment advisors. Kera Capital Partners primarily serves high-net-worth individuals, corporations, and pooled investment vehicles.
Kera Capital Partners

1760 THE ALAMEDA

SAN JOSE, CA 95126

$760.77M

Assets Under Management

Not reported

Total Clients

11

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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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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consulting

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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Scott Allison’s Registration & Firm History

CA

01/01/2025 - Present

Kera Capital Partners (GRANITE BAY CA)

CA

04/20/2022 - 09/22/2023

MORGAN STANLEY (Roseville CA)

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Licenses & Designations

BOTH

Issued 06/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott M Allison.
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