SG
CFP
SG
CFP

Scott Christopher Gaynor

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
714 clients
Average Client Portfolio
$918K average
Assets Under Management
$655.6M

Fee Structure

Minimum Annual Fee:$4,000
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Location

15910 Ventura Blvd, Suite 1605, Encino, CA, 91436

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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 owns rental properties and spends minimal time managing them, including coordinating handyman services. This activity is investment-related.

Employment History
Current Registrations
Navalign, LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Kcs Wealth Advisory
February 2018 - July 2023 · 5 yrs 5 mos
Seia
July 2015 - February 2018 · 2 yrs 7 mos
Signator Investors, INC.Broker
July 2015 - February 2018 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - June 2015 · 3 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.