Scott Chaisson
Scott Chaisson is a registered investment advisor at Compass Capital Corporation, based in Braintree, MA, with 31 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,371 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Capital Corporation's investment management fees are based on a percentage of the value of your portfolio. The exact percentage is negotiable and depends on your specific situation, needs, and the relationship with your advisor. The fee can be adjusted by mutual agreement between you and Compass Capital.
Location
50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184-8734
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Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Scott is the President of Compass Securities Insurance Agency, where he is licensed to sell life insurance and annuities since 2017.
Employment History
Current Registrations
Compass Capital Corporation
Compass Securities CorporationBroker
Previous Registrations
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Global Investor Services, L.C.Broker
Royal Alliance Associates, INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Stanford Group Company
Stanford Group CompanyBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Citigroup Global Markets INC.Broker
Fidelity Brokerage Services, INC.Broker
Mony Securities CORP.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.