Scott
Keswick
Silicon Valley Retirement Services, LLC
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About this Advisor
Scott Keswick is a financial advisor operating out of San Jose, California who has 13 years of industry experience. Keswick is an advisor for Silicon Valley Retirement Services, LLC. They have spent their whole time as a financial advisor at Silicon Valley Retirement Services, Llc. Keswick has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in California. Silicon Valley Retirement Services, LLC is a financial advisory company that has its headquarters in San Jose, CA. It has just two employees. It handles $698 million in total assets among its 52 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Silicon Valley Retirement Services, Llc offers pension consulting services. Financial advisory fees largely vary depending on which service is provided. Fee types charged by Silicon Valley Retirement Services, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Silicon Valley Retirement Services, LLC Brokerage Details
$698,309,301
2
52
$13,429,025
Investment Advisory Services
- Pension consulting services
Scott Keswick Work History
Scott has been registered as a financial advisor for 13 years.*
Silicon Valley Retirement Services, LLC
*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 Keswick 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 Silicon Valley Retirement Services, LLC
San Jose, CA
San Jose, 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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