Unclaimed Profile

Scott Leonard Comeau

BCU WEALTH ADVISORS, LLC·VERNON HILLS, Illinois

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65Clean record24 years registeredBCU WEALTH ADVISORS, LLC

300 N. MILWAUKEE AVENUE, VERNON HILLS, IL 60061CRD# 4261244Firm CRD# 164173

Profile Verification

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

Identity

Scott Leonard Comeau · VERNON HILLS, IL

Registration

CRD #4261244 · BCU WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jun 2023 – present

BCU WEALTH ADVISORS, LLC

Dec 2018 – present

STATE STREET RESEARCH & MANAGEMENT COMPANY

Sep 2001 – Sep 2002

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · September 20, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BCU WEALTH ADVISORS, LLC

CRD 164173 · SEC 801-81122

AUM

$450M

Regulatory assets under management

Employees

1,717 client accounts

Services offered by BCU WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BCU WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Leonard Comeau offer?

Scott Leonard Comeau specializes in Financial Planning, Investment Management. Contact their office in VERNON HILLS, Illinois for a consultation.

What are Scott Leonard Comeau's credentials?

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

Where is Scott Leonard Comeau located?

Scott Leonard Comeau is based in VERNON HILLS, Illinois, working with BCU WEALTH ADVISORS, LLC. Their office serves clients in the VERNON HILLS metropolitan area and surrounding communities.

How does Scott Leonard Comeau charge for services?

Scott Leonard Comeau's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BCU WEALTH ADVISORS, LLC?

BCU WEALTH ADVISORS, LLC has approximately 17 employees and manages $450M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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