AdvisorOS Directory
Claim Profile
Unclaimed Profile
DS

David Witherspoon Scudder

AUREUS ASSET MANAGEMENT, LLC·BOSTON, Massachusetts
Clean recordAUREUS ASSET MANAGEMENT, LLC
ONE WINTHROP SQUARE, BOSTON, MA 02110CRD# 4393569Firm CRD# 136674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Witherspoon Scudder · BOSTON, MA
Registration
CRD #4393569 · AUREUS ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Witherspoon Scudder is a registered financial advisor based in BOSTON, Massachusetts, affiliated with AUREUS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AUREUS ASSET MANAGEMENT, LLC
AUREUS ASSET MANAGEMENT, LLC
AUM
$7.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at AUREUS ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4393569
Firm CRD# 136674
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Witherspoon Scudder offer?
David Witherspoon Scudder specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are David Witherspoon Scudder's credentials?
David Witherspoon Scudder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Witherspoon Scudder located?
David Witherspoon Scudder is based in BOSTON, Massachusetts, working with AUREUS ASSET MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does David Witherspoon Scudder charge for services?
David Witherspoon Scudder'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 AUREUS ASSET MANAGEMENT, LLC?
AUREUS ASSET MANAGEMENT, LLC has approximately 13 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AUREUS ASSET MANAGEMENT, LLC

Stefan Bengt Emil Karlsson
BOSTON, MA
Brennan Michael Jones
BOSTON, MA
Carlos J. Shigueta
BOSTON, MA
Karen Mindy Firestone
BOSTON, MA
Stacey Jane Atkinson
BOSTON, MA
Thaddeus Hallock Davis
BOSTON, MA

More Advisors in BOSTON, Massachusetts

John Frank Francini
NORTHEAST INVESTMENT MANAGEMENT INC·BOSTON, MA
Carmen Joseph Scarpa
SPRING LAKE EQUITY GP LLC·BOSTON, MA
Marc Daniel Zimman
PAR CAPITAL MANAGEMENT, INC.·BOSTON, MA
Erik J Anderson
SPRING LAKE EQUITY GP LLC·BOSTON, MA
Abigail Marie Armstrong
SIGNATOR INVESTORS, INC.·BOSTON, MA
Andrew Clive Rice
JOHCM (USA) INC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile