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Scott Young Phillips

OAKRIDGE MANAGEMENT GROUP LLC·DARIEN, Connecticut
Clean recordOAKRIDGE MANAGEMENT GROUP LLC
320 POST ROAD, DARIEN, CT 06820CRD# 4222604Firm CRD# 306284

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Young Phillips · DARIEN, CT
Registration
CRD #4222604 · OAKRIDGE MANAGEMENT GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Young Phillips is a registered financial advisor based in DARIEN, Connecticut, affiliated with OAKRIDGE MANAGEMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OAKRIDGE MANAGEMENT GROUP LLC
OAKRIDGE MANAGEMENT GROUP LLC
AUM
$1.1B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OAKRIDGE MANAGEMENT GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4222604
Firm CRD# 306284
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Young Phillips offer?
Scott Young Phillips specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DARIEN, Connecticut for a consultation.
What are Scott Young Phillips's credentials?
Scott Young Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Young Phillips located?
Scott Young Phillips is based in DARIEN, Connecticut, working with OAKRIDGE MANAGEMENT GROUP LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does Scott Young Phillips charge for services?
Scott Young Phillips's firm is compensated through percentage of aum, 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 OAKRIDGE MANAGEMENT GROUP LLC?
OAKRIDGE MANAGEMENT GROUP LLC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKRIDGE MANAGEMENT GROUP LLC

Ryan T Donovan
DARIEN, CT
Varun Solan
DARIEN, CT
Michael James Smith
DARIEN, CT
Timothy Robert Powers
DARIEN, CT

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Research
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