Scott
Byrnes
Wetherby Asset Management
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About this Advisor
Scott Byrnes is a financial advisor based in San Francisco, California with a total of 7 years of relevant experience. Byrnes currently works for Wetherby Asset Management. They have been with Wetherby Asset Management for their total career. Byrnes holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in California. Wetherby Asset Management is a business headquartered in San Francisco, CA. It has offices in three locations and a total of 89 people on staff. It handles $7 billion in assets under management across its 3,790 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 3,790 customer accounts, 89% are associated with high-net-worth individuals who have greater than $1 million in assets. Wetherby Asset Management provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees typically are based on the services. Fee types charged by Wetherby Asset Management likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wetherby Asset Management Brokerage Details
$6,531,453,415
89
3,790
$1,723,339
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
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Scott Byrnes Work History
Scott has been registered as a financial advisor for 7 years.*
Wetherby Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Byrnes 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 Wetherby Asset Management
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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