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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 Neu is an Investment Advisor Representative registered with Sage Mountain Advisors, LLC in Georgia, New York and Texas. Scott has been in the industry since 2000 and has experience working at both Goldman Sachs & Co. LLC and Sage Mountain Advisors, LLC. Scott is a Chartered Financial Analyst and holds the following licenses: Series 3, Series 7, Series 66, and SIE. Scott specializes in portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and selection of other advisors. Scott is a Board Member and a member of the Investment Committee for the University of Wyoming Foundation, a member of the Investment Committee and Chief Investment Officer for the McMurry Foundation, and a professional trustee and Board Member for NERD Fiduciary Management, 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Minimum fees and reporting fees
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2
GA
03/24/2021 - Present
Sage Mountain Advisors, LLC (ATLANTA GA)
NY
10/19/2000 - 09/11/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BOTH
Issued 12/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
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