Claim Profile
SS

Scott Schaeffer

TABERNA CAPITAL MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
2929 ARCH STREET, 17TH FLOOR, PHILADELPHIA, PA 19104CRD# 5487000Firm CRD# 134353
01

About

Scott Schaeffer is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with TABERNA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
TABERNA CAPITAL MANAGEMENT, LLC
TABERNA CAPITAL MANAGEMENT, LLC
AUM
$1.5B
Regulatory assets under management
Employees
5
Total firm employees
Services
Other
04

Background

Compensation
Percentage of AUM
Other: STRUCTURING FEE AND TRANSACTION FEES
Regulatory
SEC/IARD CRD# 5487000
Firm CRD# 134353
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PHILADELPHIA?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Scott Schaeffer offer?
Scott Schaeffer is a registered financial advisor in PHILADELPHIA, Pennsylvania. Contact their office for details on services offered.
What are Scott Schaeffer's credentials?
Scott Schaeffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Schaeffer located?
Scott Schaeffer is based in PHILADELPHIA, Pennsylvania, working with TABERNA CAPITAL MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Scott Schaeffer charge for services?
Scott Schaeffer's firm is compensated through percentage of aum, other: structuring fee and transaction fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TABERNA CAPITAL MANAGEMENT, LLC?
TABERNA CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $1.5B 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 →
Browse by specialty