Zachary
Scott

Royal Alliance Associates, Inc

CRD#5546159
Investment Advisor
in Indianapolis, IN

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About this Advisor

Zachary Scott is a financial advisor who works in Indianapolis, Indiana, with 10 years of work experience. Scott is on the advisory team at Royal Alliance Associates, Inc. During their career, Scott has held roles at Sii, Pace Financial Group, Jaffe Financial Services, J.P. Morgan Private Bank, University Of Indianapolis and Royal Alliance Associates, Inc. Scott maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Indiana. Royal Alliance Associates, Inc is a business that has its headquarters in Indianapolis, Indiana. The firm has offices in 952 locations and a total of 2,965 advisors. It has $17 billion in total assets between its 75,586 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 90 charities and foundations. Of its 75,586 accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on the financial services. However, fees charged by Royal Alliance Associates, Inc most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8365 Keystone Crossing Suite 200
Indianapolis, IN 46240

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

IN Average: $10,121,009,343
Total Number of Employees

2,965

IN Average: 92
Total Number of Accounts

75,586

IN Average: 6,978
Average Account Size

$220,949

IN Average: $1,450,417

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Investment Advisory Services

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

Zachary Scott Work History

Zachary has 10 years of experience.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2013 - 2018 (5 years)

Sii

2012 - 2012 (< 1 year)

Pace Financial Group

2011 - 2013 (2 years)

University Of Indianapolis

2010 - 2010 (< 1 year)

Jaffe Financial Services

2010 - 2010 (< 1 year)

J.P. Morgan Private Bank

Disclosures

Zachary Scott has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Dru Ashcraft
Jersey City, NJ
William Marinelli
Wilmington, DE
Adora Chan
Westlake Village, CA
Robert Harper
Shreveport, LA
Marc Edwards
Livingston, NJ
William Hollway
Osseo, MN
Charles Wild
Old Greenwich, CT
Sean Holland
Austin, TX

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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