Scott
Pimentel

Waddell & Reed

CRD#5786800
Investment Advisor
in Campbell, CA

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About this Advisor

Scott Pimentel is a financial advisor based in Campbell, California, who has been in the advisory business for 11 years. Pimentel is an advisor for Waddell & Reed. During their career, the advisor has held roles at Seagate Technology, Waddell And Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Georgiana Bruce Kirby Preparatory School and Quell Financial Group. Pimentel holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Colorado, Connecticut, North Carolina, Texas and Washington. Waddell & Reed is a registered investment firm that has its headquarters in Campbell, California. The firm has offices in 357 locations and a total of 1,700 advisors. It handles $21 billion in total assets across its 169,956 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 116 charitable organizations. Of its 169,956 client accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which services the firm provides the client. However, fee types charged by Waddell & Reed likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

900 E Hamilton Ste 230
Campbell, CA 95008

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

CA Average: 44
Total Number of Accounts

169,956

CA Average: 4,091
Average Account Size

$124,780

CA Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Scott Pimentel Work History

Scott has 12 years of experience.

2019 - Present (1 year)

Quell Financial Group

2010 - Present (10 years)

Waddell And Reed, Inc

2010 - Present (10 years)

Various Insurance Carriers For W & R Insurance Agencies

2013 - 2016 (3 years)

Georgiana Bruce Kirby Preparatory School

2008 - 2010 (2 years)

Seagate Technology

Disclosures

Scott Pimentel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Kara Jett
Mission, KS
Nicole Burdick
Bellingham, WA
Thomas Kanyok
Mission, KS
Timothy Dugger
Wichita, KS
Mesmin Pelerin
Newtown, PA
Andrew Stone
Atlanta, GA
Heather Malyuk
Minneapolis, MN
Michael Murphy
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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