Scott
Kadish

Vanderbilt Advisory Services

CRD#5120948
Investment Advisor
in Newton Center, MA

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About this Advisor

Scott Kadish is a financial advisor based in Newton Center, Massachusetts, working with Vanderbilt Advisory Services. Scott has previously held positions at Vanderbilt Advisory Services, Robert Hurst Cpa Pc, Vanderbilt Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Scott has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Scott is part of Vanderbilt Advisory Services, which operates out of Newton Center, Massachusetts. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 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, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1320 Centre Street Ste 203
Newton Center, MA 02459

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Vanderbilt Advisory Services Brokerage Details

Total Assets Under Management

$1,103,544,071

MA Average: $7,464,549,021
Total Number of Employees

107

MA Average: 88
Total Number of Accounts

5,069

MA Average: 3,892
Average Account Size

$217,704

MA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Scott Kadish Work History

2022 - Present (2 years)

Vanderbilt Advisory Services

2022 - Present (2 years)

Vanderbilt Securities, LLC

2021 - Present (3 years)

Robert Hurst Cpa Pc

2012 - 2021 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2021 (9 years)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of Scott Kadish 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 Vanderbilt Advisory Services

Yonatan Schreiber
Brookline, MA
Gregory Mistovich
Hudson, MA
Kerim Tulun
Warwick, NY
Hillary Brevig
Woodbury, NY
Thomas Kelly
Woodbury, NY
Ruth Arriaza
Woodbury, NY
Donna Norian
Woodbury, NY
Franz Loeber
Woodbury, NY

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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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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