SJ
SJ

Scott a Johnson

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
297 clients
Average Client Portfolio
$198K average
Assets Under Management
$58.7M

Fee Structure

Financial Planning:Investment management only
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Location

Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281

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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 a FINRA arbitrator since June 2019, spending minimal time on this activity outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Onesource Fi LLCBroker
December 2021 - Present · 4 yrs 2 mos
Onesource Fi LLC
December 2021 - Present · 4 yrs 2 mos
Millennial Advisers, LLC.
May 2021 - Present · 4 yrs 9 mos
Allied Millennial Partners, LLCBroker
May 2021 - Present · 4 yrs 9 mos
Allied Millennial Partners, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2019 - June 2021 · 2 yrs
Morgan StanleyBroker
June 2019 - June 2021 · 2 yrs
National Asset Management, INC.
August 2015 - May 2019 · 3 yrs 9 mos
National Securities CorporationBroker
April 2015 - May 2019 · 4 yrs 1 mo
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.