AdvisorOS Directory
Claim Profile
Unclaimed Profile
ST

Scott Edward Thaxton

CARRTHAXTON FINANCIAL GROUP, LLC·LEXINGTON, Massachusetts
Clean recordCARRTHAXTON FINANCIAL GROUP, LLC
420 BEDFORD STREET, LEXINGTON, MA 02420CRD# 2657760Firm CRD# 174135

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Edward Thaxton · LEXINGTON, MA
Registration
CRD #2657760 · CARRTHAXTON FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Edward Thaxton is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with CARRTHAXTON FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Scott

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

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

03

Firm Overview

Firm
CARRTHAXTON FINANCIAL GROUP, LLC
CARRTHAXTON FINANCIAL GROUP
AUM
$140M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CARRTHAXTON FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2657760
Firm CRD# 174135
View on FINRA BrokerCheck →

Looking for a financial advisor in LEXINGTON?

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

Browse LEXINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Scott Edward Thaxton offer?
Scott Edward Thaxton specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.
What are Scott Edward Thaxton's credentials?
Scott Edward Thaxton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Edward Thaxton located?
Scott Edward Thaxton is based in LEXINGTON, Massachusetts, working with CARRTHAXTON FINANCIAL GROUP, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Scott Edward Thaxton charge for services?
Scott Edward Thaxton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARRTHAXTON FINANCIAL GROUP, LLC?
CARRTHAXTON FINANCIAL GROUP, LLC has approximately 6 employees and manages $140M 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 →

More Advisors in LEXINGTON, Massachusetts

Saskia Heijerman-Lachowitz
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.·LEXINGTON, MA
Rajeev H Kotyan
INNOVATIVE ADVISORY GROUP, LLC·LEXINGTON, MA
James Stephen Altschuler
ALTSCHULER, JAMES STEPHEN·LEXINGTON, MA
Alan David Lachowitz
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.·LEXINGTON, MA
Michael James Esdaile
PEBBLE RIA, LLC·LEXINGTON, MA
Dale Okonow
WATERMILL MANAGEMENT COMPANY, LLC·LEXINGTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile