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Scott Maxwell Waxenbaum

Invesco Advisers, Inc.

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About Scott Maxwell Waxenbaum

Scott Waxenbaum is a financial advisor with Invesco Advisers, Inc. Scott is licensed in 53 states and the District of Columbia. Scott has a wide range of experience in the financial industry, having worked with Oaktree Capital Management, LP, Morgan Stanley, Main Street Hub, Boston University, and Lord Abbett & Co. Scott is also a Chartered Financial Analyst. Scott specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Scott's primary practice is in New York, New York, but he also works with clients nationwide.

Firm Information

Scott Waxenbaum is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Scott Waxenbaum’s Registration & Firm History

NY

04/19/2024 - Present

Invesco Advisers, Inc. (New York NY)

NY

03/01/2023 - 02/02/2024

OCM INVESTMENTS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/09/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Maxwell Waxenbaum.
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