Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Thomas is an investment advisor representative with Wasatch Advisors LP in Salt Lake City, UT. Scott has been in the industry since 2007 and holds the Series 63, Series 7, Series 86 and Series 87 licenses. Scott Thomas is also a Chartered Financial Analyst. Scott has a strong background in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio data to clients
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
08/22/2018 - Present
Wasatch Advisors LP (Salt Lake City UT)
NY
04/10/2007 - 02/28/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/06/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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