Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Nathaniel Brody is a financial advisor with Wealthspire Advisors. Scott has over 25 years of experience in the financial services industry. Scott has worked with various financial institutions in the past, including H. Beck, Inc., H.C. Wainwright & Co., Inc., PaineWebber Incorporated, Smith Barney Shearson Inc., and Lafayette Square Partners, Inc. Scott has a strong background in investment advising, portfolio management, and financial planning. He has a proven track record of providing high-quality financial advice to clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MD
01/04/2021 - Present
Wealthspire Advisors (Potomac MD)
MD
03/15/1996 - 02/23/1998
H. BECK, INC. (ROCKVILLE MD)
NY
12/21/1994 - 03/12/1996
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
NJ
01/03/1994 - 09/28/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/11/1992 - 01/25/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
MD
11/21/1991 - 09/18/1992
LAFAYETTE SQUARE PARTNERS, INC. (BETHESDA MD)
IA
Issued 03/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Scott Brody is the right advisor for you? Invested Better is here to help.
