Scott
Morrison
The Colony Group, LLC
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About this Advisor
Scott Morrison is a financial advisor based in Boca Raton, Florida, working with The Colony Group, LLC. Scott has previously held positions at The Prudential Insurance Company Of America, Pruco Securities, LLC, New York Life Insurance Company, Florida Virtual School, School District Of Palm Beach County, Yeshiva Tiferes Torah Of Boca Raton, Hadar High School For Girls, Elite Squad Baseball, Quadmo Distribution, First Republic Securities Company, LLC, First Republic Investment Company, Inc, and The Colony Group, LLC. Scott has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Scott is part of The Colony Group, LLC, which operates out of Boca Raton, Florida. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$21,472,648,180
549
20,909
$1,026,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Scott Morrison Work History
The Colony Group, LLC
First Republic Securities Company, LLC
First Republic Investment Company, Inc
The Prudential Insurance Company Of America
Pruco Securities, LLC
New York Life Insurance Company
Florida Virtual School
Hadar High School For Girls
Yeshiva Tiferes Torah Of Boca Raton
Elite Squad Baseball
School District Of Palm Beach County
Quadmo Distribution
Disclosures
Please visit the SEC profile of Scott Morrison 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 The Colony Group, LLC
Boston, MA
Nashville, TN
Newton Center, MA
Miami, FL
Babylon, NY
Nashville, TN
Babylon, NY
Bethesda, MD
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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