Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Marshall Steele

Hennion & Walsh Asset Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Marshall Steele

Scott Marshall Steele is a registered investment advisor representative with Hennion & Walsh Asset Management, Inc. Scott has been in the industry for many years, and has a strong track record of success. Scott is committed to providing his clients with personalized financial advice and guidance. Scott has experience in a variety of investment areas, including portfolio management, financial planning, and retirement planning. Scott is dedicated to helping his clients achieve their financial goals. Scott is currently licensed in New Jersey.

Firm Information

Scott Steele is currently registered with Hennion & Walsh Asset Management, Inc.. Hennion & Walsh Asset Management, Inc. is a Registered Investment Advisor based in Parsippany, NJ. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Hennion & Walsh manages approximately $472.7 million in assets for individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. The firm has 65 investment adviser representatives and 20 licensed agents.
Hennion & Walsh Asset Management, Inc.

2001 ROUTE 46

PARSIPPANY, NJ 07054

$472.71M

Assets Under Management

15

Total Clients

63

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Steele’s Registration & Firm History

WA

01/29/2025 - Present

Hennion & Walsh Asset Management, Inc. (Sedro-Wooley WA)

Not sure if Scott Marshall Steele is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Marshall Steele.
Not sure if Scott Marshall Steele is right for you?