TrueAdvisor
TrueAdvisor
SN
SN

Scott Patrick Newman

Wealth Asset Managers
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Wealth Asset Managers
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
2,058 clients
Average Client Portfolio
$118K average
Assets Under Management
$242.5M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

Location

12555 High Bluff Drive, Suite 390, San Diego, CA, 92130

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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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Employment History
Current Registrations
Wealth Asset Managers
September 2002 - Present · 23 yrs 5 mos
Nelson Securities,inc.Broker
September 2002 - Present · 23 yrs 5 mos
Previous Registrations
Morgan Stanley Dw INC.Broker
June 2001 - November 2001 · 5 mos
Cuso Financial Services, L.P.Broker
August 2000 - December 2000 · 4 mos
Linsco/private Ledger CORP.Broker
September 1998 - May 2000 · 1 yr 8 mos
State Registrations33 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.