SF
SF

Scott Charles Ferrette

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,481 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

San Francisco, CA

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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 works as an Advisor and Divisional Director at Horizon Investments, dedicating full-time hours to this role. This activity is investment-related.

Employment History
Current Registrations
Horizon Investments LLC
July 2016 - Present · 9 yrs 7 mos
Quasar Distributors, LLC
June 2016 - Present · 9 yrs 8 mos
Quasar Distributors, LLCBroker
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Hennion & Walsh, INC.Broker
May 2014 - June 2016 · 2 yrs 1 mo
Sc Distributors, LLCBroker
January 2011 - April 2014 · 3 yrs 3 mos
Metlife Investors Distribution CompanyBroker
September 2008 - January 2011 · 2 yrs 4 mos
State Registrations2 states
CANC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Scott Charles Ferrette - Financial Advisor | TrueAdvisor