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Shaughn Casey Scott

SCOTT CAPITAL ADVISORS, LLC·PORTLAND, Oregon
Unclaimed Profile
707 SW WASHINGTON STREET, PORTLAND, OR 97205CRD# 5320069Firm CRD# 307980
01

About

Shaughn Casey Scott is a registered financial advisor based in PORTLAND, Oregon, affiliated with SCOTT CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SCOTT CAPITAL ADVISORS, LLC
SCOTT CAPITAL ADVISORS, LLC
AUM
$919M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SCOTT CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5320069
Firm CRD# 307980
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shaughn Casey Scott offer?
Shaughn Casey Scott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Shaughn Casey Scott's credentials?
Shaughn Casey Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shaughn Casey Scott located?
Shaughn Casey Scott is based in PORTLAND, Oregon, working with SCOTT CAPITAL ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Shaughn Casey Scott charge for services?
Shaughn Casey Scott'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 SCOTT CAPITAL ADVISORS, LLC?
SCOTT CAPITAL ADVISORS, LLC has approximately 9 employees and manages $919M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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