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Scott Marshall Shagrin

BEVERLY HILLS PRIVATE WEALTH, LLC·BEVERLY HILLS, California
Unclaimed Profile
350 S. BEVERLY DRIVE, BEVERLY HILLS, CA 90212CRD# 1162316Firm CRD# 321132
01

About

Scott Marshall Shagrin is a registered financial advisor based in BEVERLY HILLS, California, affiliated with BEVERLY HILLS PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BEVERLY HILLS PRIVATE WEALTH, LLC
BEVERLY HILLS PRIVATE WEALTH, LLC
AUM
$696M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BEVERLY HILLS PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1162316
Firm CRD# 321132
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Marshall Shagrin offer?
Scott Marshall Shagrin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Scott Marshall Shagrin's credentials?
Scott Marshall Shagrin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Marshall Shagrin located?
Scott Marshall Shagrin is based in BEVERLY HILLS, California, working with BEVERLY HILLS PRIVATE WEALTH, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Scott Marshall Shagrin charge for services?
Scott Marshall Shagrin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEVERLY HILLS PRIVATE WEALTH, LLC?
BEVERLY HILLS PRIVATE WEALTH, LLC has approximately 9 employees and manages $696M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEVERLY HILLS PRIVATE WEALTH, LLC

Ira Harry Ravitz
BEVERLY HILLS, CA
Lisa Madeleine Westermark
BEVERLY HILLS, CA
Andrew William Hamelin
BEVERLY HILLS, CA

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Research
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