Scott
Swanson
Quantum Financial Advisors, LLC
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About this Advisor
Scott Swanson is a certified financial planner operating in Manhattan Beach, California with 1 year of industry experience. Swanson is an employee of Quantum Financial Advisors, LLC. Swanson has gained experience at Sprint, Abacus Wealth Partners, LLC and Quantum Financial Advisors, LLC. Swanson holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in California. Quantum Financial Advisors, LLC is a registered investment business based out of Manhattan Beach, CA. The company has offices in three locations and a total of 13 financial advisors. It oversees $816 million in assets among its 1,364 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,364 accounts, 38% are associated with high-net-worth investors who have at least $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Quantum Financial Advisors, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Quantum Financial Advisors, LLC Brokerage Details
$816,281,370
13
1,364
$598,447
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Scott Swanson Work History
Scott has been registered as a financial advisor for 1 years.*
Quantum Financial Advisors, LLC
Abacus Wealth Partners, LLC
Sprint
*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 Swanson 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 Quantum Financial Advisors, LLC
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, CA
Manhattan Beach, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
