Scott
Chapman

Woodbury Financial Services, Inc

CRD#4886456
Investment Advisor
in Colchester, CT

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About this Advisor

Scott Chapman is a financial advisor who works out of Colchester, Connecticut, with a total of 10 years of professional experience. Chapman is on the advisory team at Woodbury Financial Services, Inc. They have been employed by Woodbury Financial Services, Inc for their entire career. Chapman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Connecticut and Texas. Woodbury Financial Services, Inc is a business that has its headquarters in Colchester, Connecticut. The company has offices in 837 locations and a total of 3,216 people on staff. It oversees $21 billion in assets between its 91,382 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 172 charitable organizations. Of its 91,382 customer accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets. The firm performs a wide 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. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees charged by Woodbury Financial Services, Inc can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

Colchester, CT

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

CT Average: $5,289,111,388
Total Number of Employees

3,216

CT Average: 157
Total Number of Accounts

91,382

CT Average: 8,262
Average Account Size

$233,575

CT Average: $640,173

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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 Chapman Work History

Scott has 10 years of experience.

2012 - Present (10 years)

Woodbury Financial Services, Inc

Disclosures

Scott Chapman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Christopher Cone
Tulsa, OK
John Watson
Columbus, OH
Grant Messner
Lees Summit, MO
Bradley Ober
Saint Paul, MN
Timothy Pipkens
Brighton, MI
Richard Chase
Saint Paul, MN
Daniel Polster
Red Bluff, CA
Frank Gagnon
Mirage, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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