Alexandra
Scott

Mariner Wealth

CRD#6932961
Investment Advisor
in Corte Madera, CA

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About this Advisor

Alexandra Scott is a financial advisor based in Corte Madera, California, working with Mariner Wealth. Alexandra has previously held positions at UBS Financial Services, Inc, Brio Financial Group, The Redwoods, Retirement Home For Seniors, Foresters Financial, Global Education Oregon, College Education, Empirical Wealth Management, and Mariner Wealth Advisors. Alexandra has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Alexandra is part of Mariner Wealth, which operates out of Corte Madera, California. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 Tamal Plaza Suite 175
Corte Madera, CA 94925

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Mariner Wealth Brokerage Details

Total Assets Under Management

$81,106,925,484

CA Average: $2,243,162,756
Total Number of Employees

1,498

CA Average: 44
Total Number of Accounts

132,567

CA Average: 4,091
Average Account Size

$611,818

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Alexandra Scott Work History

2024 - Present (0 year)

Mariner Wealth Advisors

2022 - Present (2 years)

Empirical Wealth Management

2020 - 2022 (2 years)

Ubs Financial Services, Inc

2019 - 2020 (1 year)

Brio Financial Group

2018 - 2018 (< 1 year)

The Redwoods, Reitrement Home For Seniors

2018 - 2018 (< 1 year)

Foresters Financial

2017 - 2017 (< 1 year)

Global Education Oregon

2015 - 2019 (4 years)

College Education

Disclosures

Please visit the SEC profile of Alexandra Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mariner Wealth

Cameron Nylec
Villa Park, IL
Deann Elmore
Leawood, KS
Hunter Neumayer
Minneapolis, MN
Karina Maureira
Los Angeles, CA
Dahlia Goldberg
Plano, TX
Jonathan Straub
Los Angeles, CA
Thomas Tilley
Scottsdale, AZ
Jonathan Carter
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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