Scott
Lam
Mg&A Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Scott Lam is a certified financial planner operating in Fort Lauderdale, Florida with a total of 4 years of industry experience. Lam works at Mg&A Wealth. Throughout their career, Lam has worked at Municipal Credit Union, Sa Stone Wealth Management Inc and Mg&A Wealth. Lam has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Mg&A Wealth is a firm headquartered in Fort Lauderdale, FL. It controls $709 million in assets under management between its 1,113 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,113 customer accounts, 90% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically depend on which service is offered. However, fees charged by Mg&A Wealth likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mg&A Wealth Brokerage Details
$709,195,186
11
1,113
$637,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Scott Lam Work History
Scott has been registered as a financial advisor for 4 years.*
Sa Stone Wealth Management Inc
Mg&A Wealth
Mg&A Wealth
Municipal Credit Union
Municipal Credit Union
Municipal Credit Union
*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 Lam 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 Mg&A Wealth
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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.
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. 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.