Scott
Butler

Corecap Advisors

CRD#4780682
Investment Advisor
in Laurel, MD

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About this Advisor

Scott Butler is a financial advisor based out of Laurel, Maryland who has 5 years of relevant experience. Butler is on the advisory team at Corecap Advisors. Over the course of their career, Butler has held roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Corecap Advisors and Corecap Investments. Butler maintains Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Delaware, District Of Columbia, Florida, Georgia, Maryland, Michigan, New Jersey, Pennsylvania, Virginia, West Virginia and Wisconsin. Corecap Advisors is a financial advisory firm based in Southfield, MI. The investment advisory business has offices in 40 locations and a total of 121 advisors. It oversees $2 billion in assets among its 7,757 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 7,757 accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. Corecap Advisors has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on which services the firm provides the client. Fee types billed by Corecap Advisors can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14502 Greenview Suite 208
Laurel, MD 20708

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Corecap Advisors Brokerage Details

Total Assets Under Management

$1,957,268,517

MD Average: $943,424,332
Total Number of Employees

121

MD Average: 21
Total Number of Accounts

7,757

MD Average: 1,586
Average Account Size

$252,323

MD Average: $594,845

Investment Advisory Services

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

Scott Butler Work History

Scott has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Corecap Advisors

2018 - Present (6 years)

Corecap Investments

2013 - 2018 (5 years)

Cambridge Investment Research Advisors, Inc

2012 - 2018 (6 years)

Cambridge Investment Research, Inc

*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 Butler 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 Corecap Advisors

David Howard
Southfield, MI
Daniel Simon
Southfield, MI
Daniel Cronin
Southfield, MI
Daniel Laginess
Southfield, MI
Paul Costa
Saginaw, MI
Peter Frawley
Lake Orion, MI
Christopher Walsh
Phoenix, AZ
Scott Butler
Laurel, MD

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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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.

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