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Scott Lawrence Neuberger

KARMEL CAPITAL MANAGEMENT LLC·SOLANA BEACH, California
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512 VIA DE LA VALLE, SOLANA BEACH, CA 92075CRD# 6720397Firm CRD# 307701
01

About

Scott Lawrence Neuberger is a registered financial advisor based in SOLANA BEACH, California, affiliated with KARMEL CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KARMEL CAPITAL MANAGEMENT LLC
KARMEL CAPITAL MANAGEMENT LLC
AUM
$155M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at KARMEL CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6720397
Firm CRD# 307701
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Lawrence Neuberger offer?
Scott Lawrence Neuberger specializes in Retirement Planning. Contact their office in SOLANA BEACH, California for a consultation.
What are Scott Lawrence Neuberger's credentials?
Scott Lawrence Neuberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Lawrence Neuberger located?
Scott Lawrence Neuberger is based in SOLANA BEACH, California, working with KARMEL CAPITAL MANAGEMENT LLC. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does Scott Lawrence Neuberger charge for services?
Scott Lawrence Neuberger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KARMEL CAPITAL MANAGEMENT LLC?
KARMEL CAPITAL MANAGEMENT LLC is a registered investment adviser with the SEC, managing $155M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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