Scott
Iles

Hammond Iles Wealth Advisors

CRD#3181158
Investment Advisor
in Wethersfield, CT

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About this Advisor

Scott Iles is a financial advisor based in Wethersfield, Connecticut, working with Hammond Iles Wealth Advisors. Scott has previously held positions at Purshe Kaplan Sterling Investments, Securities Service Network, Inc, Kelly Financial Group, LLC, and Ceros Financial Services, Inc. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Texas, and Vermont. Currently, Scott is part of Hammond Iles Wealth Advisors, which operates out of Wethersfield, Connecticut. The firm has 3 offices and 11 employees. The firm manages assets totaling $107.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Hammond Iles Wealth Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 Great Meadow Road Suite 701
Wethersfield, CT 06109

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Hammond Iles Wealth Advisors Brokerage Details

Total Assets Under Management

$107,059,399

CT Average: $5,297,377,271
Total Number of Employees

11

CT Average: 35
Total Number of Accounts

431

CT Average: 690
Average Account Size

$248,398

CT Average: $7,677,358

Investment Advisory Services

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

Scott Iles Work History

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2005 - Present (19 years)

Kelly Financial Group, LLC

2016 - 2022 (6 years)

Ceros Financial Services, Inc

2001 - 2016 (15 years)

Securities Service Network, Inc

Disclosures

Please visit the SEC profile of Scott Iles 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 Hammond Iles Wealth Advisors

Kevin Iles
Wethersfield, CT
Scott Iles
Wethersfield, CT
Robert Hammond
Wethersfield, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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