Unclaimed Profile

Scott Miller Swanson

QUANTUM FINANCIAL ADVISORS, LLC·MANHATTAN BEACH, California

Series 65Clean record11 years registeredQUANTUM FINANCIAL ADVISORS, LLC

1230 ROSECRANS AVE, MANHATTAN BEACH, CA 90266CRD# 6491551Firm CRD# 317386

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Miller Swanson · MANHATTAN BEACH, CA

Registration

CRD #6491551 · QUANTUM FINANCIAL ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

QUANTUM FINANCIAL ADVISORS, LLC

Jan 2022 – present

ABACUS WEALTH PARTNERS

Jun 2015 – Mar 2022

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 30, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUANTUM FINANCIAL ADVISORS, LLC

CRD 317386 · SEC 801-122978

AUM

$972M

Regulatory assets under management

Employees

1,466 client accounts

Services offered by QUANTUM FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUANTUM FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Miller Swanson offer?

Scott Miller Swanson specializes in Financial Planning, Investment Management. Contact their office in MANHATTAN BEACH, California for a consultation.

What are Scott Miller Swanson's credentials?

Scott Miller Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Miller Swanson located?

Scott Miller Swanson is based in MANHATTAN BEACH, California, working with QUANTUM FINANCIAL ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

How does Scott Miller Swanson charge for services?

Scott Miller Swanson'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 QUANTUM FINANCIAL ADVISORS, LLC?

QUANTUM FINANCIAL ADVISORS, LLC has approximately 13 employees and manages $972M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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