Unclaimed Profile

Robert Gray Scott

NORTH AMERICAN MANAGEMENT CORP·BOSTON, Massachusetts

Series 7, Series 53, Series 63, Series 65Clean record4 years registeredNORTH AMERICAN MANAGEMENT CORP

TEN POST OFFICE SQUARE SUITE 1200 SOUTH, BOSTON, MA 02109-4621CRD# 1426073Firm CRD# 104825

Profile Verification

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

Identity

Robert Gray Scott · BOSTON, MA

Registration

CRD #1426073 · NORTH AMERICAN MANAGEMENT CORP · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTH AMERICAN MANAGEMENT CORP

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jan 2022 – Jul 2024

BOCA GRANDE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 53

Series 63

Series 65

Registration record

First registered · January 25, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH AMERICAN MANAGEMENT CORP

CRD 104825 · SEC 801-5346

AUM

$1.6B

Regulatory assets under management

Employees

856 client accounts

Services offered by NORTH AMERICAN MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTH AMERICAN MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does Robert Gray Scott offer?

Robert Gray Scott specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Gray Scott's credentials?

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

Where is Robert Gray Scott located?

Robert Gray Scott is based in BOSTON, Massachusetts, last registered with NORTH AMERICAN MANAGEMENT CORP.

How does Robert Gray Scott charge for services?

Robert Gray Scott'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 NORTH AMERICAN MANAGEMENT CORP?

NORTH AMERICAN MANAGEMENT CORP has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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