Scott
Boulton
Fiducient Advisors LLC
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About this Advisor
Scott Boulton is a financial advisor who works in Chicago, Illinois, with a total of 2 years of relevant experience. Boulton is currently employed by Fiducient Advisors LLC. Boulton has gained experience at T Rowe Price, Fiduciary Investment Advisors, LLC and Dimeo Schneider & Associates LLC. Boulton maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in Connecticut. Fiducient Advisors LLC is an advisory company that has its headquarters in Chicago, IL. The firm has offices in 16 locations and a total of 215 financial advisors. It manages $40 billion in assets under management between its 1,061 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 309 charitable organizations. Of its 1,061 client accounts, 39% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Fiducient Advisors LLC likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiducient Advisors LLC Brokerage Details
$40,020,772,510
215
1,061
$37,719,861
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Scott Boulton Work History
Scott has been registered as a financial advisor for 2 years.*
Dimeo Schneider & Associates LLC
Fiduciary Investment Advisors, LLC
T Rowe Price
*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 Boulton 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 Fiducient Advisors LLC
Roseland, NJ
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Goshen, NY
Chicago, IL
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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