Scott
Neu
Sage Mountain Advisors, LLC
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About this Advisor
Scott Neu is a chartered financial analyst who works in Atlanta, Georgia with 5 years of relevant experience. Neu is on the advisory team at Sage Mountain Advisors, LLC. Neu has gained experience at Goldman Sachs and Sage Mountain Advisors, LLC. Neu holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia, New York and Texas. Sage Mountain Advisors, LLC is an advisory company based in Atlanta, GA. It administers $2 billion in total assets among its 132 accounts, making it one of the largest firms in the country by assets under management. The firm advises one charitable organizations. Of its 132 client accounts, 87% are associated with high-net-worth investors who have greater than $1 million in investable assets. Sage Mountain Advisors, LLC performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of financial services offered. Fees billed by Sage Mountain Advisors, LLC likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sage Mountain Advisors, LLC Brokerage Details
$1,527,367,629
20
132
$11,570,967
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
- Selection of other advisers
Scott Neu Work History
Scott has been registered as a financial advisor for 5 years.*
Sage Mountain Advisors, LLC
Goldman Sachs
*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 Neu 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 Sage Mountain Advisors, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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.
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