Scott
Greene
Compass Financial Management LLC
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About this Advisor
Scott Greene is a financial advisor based in Tampa, Florida, working with Compass Financial Management LLC. Scott has previously held positions at Mutual Trust Co. Of America Securities, Greene Financial Group, Ae Wealth Management, LLC, Nature Coast Financial, Inc, Sandy Morris Financial, Wrkfloz, Nature Coast Capital Inc, and Nature Coast Financial, LLC. Scott has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Scott is part of Compass Financial Management LLC, which operates out of Tampa, Florida. The firm has 24 offices and 28 employees. The firm manages assets totaling $519.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Compass Financial Management LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compass Financial Management LLC Brokerage Details
$518,984,611
28
1,350
$384,433
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Scott Greene Work History
Nature Coast Capital Inc
Nature Coast Financial, LLC
Wrkfloz
Ae Wealth Management, LLC
Nature Coast Financial, Inc
Sandy Morris Financial
Greene Financial Group
Mutual Trust Co. Of America Securities
Disclosures
Please visit the SEC profile of Scott Greene 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 Compass Financial Management LLC
Oak Brook, IL
Biddeford, ME
New York, NY
Oxford, CT
St. Petersburg, FL
Minneapolis, MN
Chicago, IL
Tampa, FL
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