linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Michael Wilson

Aegis Capital Corp.

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 Michael Wilson

Scott Michael Wilson is a financial professional with over 20 years of experience in the industry. Scott is currently registered with Aegis Capital Corp. and is located in Melville, NY. Scott has a strong background in securities, having held previous roles with Bolton Global Capital and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott is focused on providing financial planning and portfolio management for individuals and businesses.

Firm Information

Scott Wilson is currently registered with Aegis Capital Corp.. Aegis Capital Corp. is a corporation formed in 1984 and headquartered in New York, NY. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Aegis Capital Corp. is registered with the SEC and in 53 states. The firm has over 257 registered representatives and manages approximately $1.28 billion in assets.
Aegis Capital Corp.

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$1.28B

Assets Under Management

Not reported

Total Clients

156

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

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

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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 Wilson’s Registration & Firm History

NY

03/21/2024 - Present

Aegis Capital Corp. (MELVILLE NY)

FL

11/08/2016 - 01/25/2017

BOLTON GLOBAL CAPITAL (Miami FL)

FL

05/31/1994 - 02/26/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

Not sure if Scott Michael Wilson is right for you?

Licenses & Designations

IA

Issued 08/05/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/31/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Scott Michael Wilson. Review regulatory record here.
Not sure if Scott Michael Wilson is right for you?