Unclaimed Profile

Scott Taylor Carleton

WINDHAM CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts

Clean record15 years registeredWINDHAM CAPITAL MANAGEMENT, LLC

200 CLARENDON STREET, BOSTON, MA 02116CRD# 4993059Firm CRD# 110539

Profile Verification

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

Identity

Scott Taylor Carleton · BOSTON, MA

Registration

CRD #4993059 · WINDHAM CAPITAL MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WINDHAM CAPITAL MANAGEMENT, LLC

WINDHAM CAPITAL MANAGEMENT, LLC

Nov 2010 – Dec 2019

BOSTON, MA

Registrations & Exams

Registration record

First registered · November 18, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINDHAM CAPITAL MANAGEMENT, LLC

CRD 110539 · SEC 801-45014

AUM

$192M

Regulatory assets under management

Employees

3 client accounts

Services offered by WINDHAM CAPITAL MANAGEMENT, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WINDHAM CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Taylor Carleton offer?

Scott Taylor Carleton specializes in Retirement Planning, Fee-Only Advisory.

What are Scott Taylor Carleton's credentials?

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

Where is Scott Taylor Carleton located?

Scott Taylor Carleton is based in BOSTON, Massachusetts, last registered with WINDHAM CAPITAL MANAGEMENT, LLC.

How does Scott Taylor Carleton charge for services?

Scott Taylor Carleton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINDHAM CAPITAL MANAGEMENT, LLC?

WINDHAM CAPITAL MANAGEMENT, LLC has approximately 9 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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