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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Acrylic Financial, Inc.

location

FOUNTAIN HILLS, AZ

0 Disclosures

ADVISOR BIO

Scott McLaine is an investment advisor representative with Acrylic Financial, Inc. in Fountain Hills, AZ. Scott has been in the industry since August 2013 and is currently registered with the state of Arizona and California. Scott holds the Series 65 and Series 66 licenses and has been involved in financial training, insurance sales and tax strategy, planning and related advice. Scott is also a managing partner at BrightPhoenix Management, LLC. Scott has experience working with high-net-worth individuals, pooled investment vehicles, and pension and profit sharing plans. Acrylic Financial, Inc. provides financial planning, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fiera Capital Inc. | CFA ® (Certifications)

location

NEW YORK, NY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Scott Einhorn is a financial advisor with Fiera Capital Inc. Scott has been in the industry for over 15 years and has extensive experience in providing investment advisory services. Scott is registered with the state of New York and is also a Chartered Financial Analyst. Scott's primary focus is on providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Scott has also been involved in business development and client relations activities for Fiera Capital Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Durango, CO

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Scott Shadid is a financial advisor with Robert W. Baird & Co. Inc. Scott has over 9 years of experience in the financial services industry. Prior to joining Baird, Scott was a financial advisor with Morgan Stanley. Scott holds the Series 7, Series 66 and SIE licenses. Scott specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients including individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Columbia Management Investment Advisers, LLC

location

BOSTON, MA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Scott Stanton is an active investment advisor registered in the state of Massachusetts. Scott has been in the industry since July 19, 1998 and currently works for Columbia Management Investment Advisers, LLC. Previously, Scott was registered with COLUMBIA MANAGEMENT DISTRIBUTORS, INC. in Boston, Massachusetts.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Scott William Brown is a registered Investment Advisor Representative in Texas. Scott William Brown is currently employed by Fisher Investments and is located in PLANO, Texas. Scott William Brown is an active Investment Advisor Representative and has been in the industry since December 2021. Scott William Brown holds the Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CLAYTON, MO

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Scott R Dolan is a financial advisor with Stifel, Nicolaus & Company, Inc. Scott is a registered representative in Missouri and Texas. Scott has been a licensed financial professional since 2018 and has experience working with various clients, including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Scott also offers financial planning, pension consulting, and educational seminars, in addition to portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

TLG Advisors, Inc.

location

Zainesville, OH

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Scott Boyer is a financial advisor with over 25 years of experience in the industry. Scott holds licenses in both Broker/Dealer and Investment Advisor capacities. Scott is currently registered with TLG Advisors, Inc. and has been in this role since 2020. Prior to joining TLG Advisors, Inc., Scott worked at Nationwide Securities, LLC. Scott holds Series 6, Series 65 and SIE licenses and has expertise in providing financial advice to a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Scott specializes in investment planning, retirement planning, education planning, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Scott Piper is an Investment Advisor Representative at Fisher Investments. Scott has been in the industry for over 10 years. Scott is registered with the state of Texas. Scott is a Series 65 licensed professional. Scott specializes in providing investment advice and portfolio management to individuals, businesses, and investment companies. Scott also provides financial planning services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Executive Wealth Management, LLC

location

BRIGHTON, MI

0 Disclosures

ADVISOR BIO

Scott Fishel is a registered investment advisor representative with Executive Wealth Management, LLC. Scott holds the Series 63 and Series 65 licenses and the SIE Exam. Scott provides financial planning services and portfolio management for individuals, businesses, and pooled investment vehicles. Scott is registered with the Securities and Exchange Commission (SEC) and is registered in 16 states: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Washington, and Wisconsin. Scott is also a licensed fixed insurance agent in Michigan. Scott is a member of the firm's Brighton, MI office.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Scott Andrew Broman is a registered investment advisor representative with First Trust Advisors LP. Scott has been in the industry for over 10 years and has been with First Trust Advisors LP since June 2020. Scott holds a Series 66 license and is registered in Illinois. First Trust Advisors LP is a financial firm that offers portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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