Unclaimed Profile

Scott David Higbee

PORTFOLIO ADVISORS LLC·DARIEN, Connecticut

SIE, Series 7, Series 7TO, Series 63Clean record11 years registeredPORTFOLIO ADVISORS LLC

9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820CRD# 5429582Firm CRD# 105981

Profile Verification

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

Identity

Scott David Higbee · DARIEN, CT

Registration

CRD #5429582 · PORTFOLIO ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PORTFOLIO ADVISORS LLC

PARTNERS GROUP (USA) INC.

Dec 2014 – Oct 2015

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Registration record

First registered · December 3, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO ADVISORS LLC

CRD 105981 · SEC 801-46369

AUM

$42.2B

Regulatory assets under management

Employees

158

116 client accounts

Services offered by PORTFOLIO ADVISORS LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at PORTFOLIO ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Scott David Higbee offer?

Scott David Higbee specializes in Investment Management, Retirement Planning, Wealth Management.

What are Scott David Higbee's credentials?

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

Where is Scott David Higbee located?

Scott David Higbee is based in DARIEN, Connecticut, last registered with PORTFOLIO ADVISORS LLC.

How does Scott David Higbee charge for services?

Scott David Higbee's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO ADVISORS LLC?

PORTFOLIO ADVISORS LLC has approximately 158 employees and manages $42.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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