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William Neil Scanlon

ADVANTAGE CAPITAL ADVISORS, LLC·LOS ANGELES, California
Clean recordADVANTAGE CAPITAL ADVISORS, LLC
9000 W. SUNSET BLVD, LOS ANGELES, CA 90069CRD# 2260913Firm CRD# 158313

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Neil Scanlon · LOS ANGELES, CA
Registration
CRD #2260913 · ADVANTAGE CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Neil Scanlon is a registered financial advisor based in LOS ANGELES, California, affiliated with ADVANTAGE CAPITAL ADVISORS, 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
Introduction

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03

Firm Overview

Firm
ADVANTAGE CAPITAL ADVISORS, LLC
ADVANTAGE CAPITAL ADVISORS, LLC
AUM
$132M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2260913
Firm CRD# 158313
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Neil Scanlon offer?
William Neil Scanlon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are William Neil Scanlon's credentials?
William Neil Scanlon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Neil Scanlon located?
William Neil Scanlon is based in LOS ANGELES, California, working with ADVANTAGE CAPITAL ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does William Neil Scanlon charge for services?
William Neil Scanlon'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 ADVANTAGE CAPITAL ADVISORS, LLC?
ADVANTAGE CAPITAL ADVISORS, LLC has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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