SE
CFA
SE
CFA

Scott David Einhorn

6 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
5,176 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

375 Park Avenue, 8th Floor, New York, NY, 10152

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott is the EVP, Head of Strategic Relationships at Fiera Capital Inc., dedicating nearly full-time hours to business development, client relations, and marketing. He also serves as Vice President of the Board for the American Jewish Historical Society and is a member of the Investment/Finance Committee for the Center for Jewish History, spending minimal time on each.

Employment History
Current Registrations
Fiera Capital INC.
August 2021 - Present · 4 yrs 6 mos
Foreside Fund Services, LLC
July 2019 - Present · 6 yrs 7 mos
Foreside Fund Services, LLCBroker
July 2019 - Present · 6 yrs 7 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Scott David Einhorn - Financial Advisor | TrueAdvisor