Scott
Peterson
Gw&K Investment Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Scott Peterson is a chartered financial analyst who works out of Boston, Massachusetts with 1 year of industry experience. Peterson works at Gw&K Investment Management, LLC. During their career, the advisor has held roles at Gw&K Investment Management, J.P. Morgan Securities LLC and Bny Mellon. Peterson has a Series 63 license, which qualifies them as a securities broker, and can serve investors in Massachusetts. Gw&K Investment Management, LLC is a registered investment company that has its headquarters in Boston, MA. It has offices in two locations and a total of 184 financial advisors. It manages $47 billion in assets under management among its 48,353 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 48,353 customer accounts, 98% belong to high-net-worth clients who have at least $1 million in assets. The business offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically vary depending on the type of financial services provided. However, fees billed by Gw&K Investment Management, LLC can include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Gw&K Investment Management, LLC Brokerage Details
$46,803,858,104
184
48,353
$967,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Scott Peterson Work History
Scott has been registered as a financial advisor for 1 years.*
Gw&K Investment Management
Bny Mellon
J.P. Morgan Securities LLC
*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 Peterson 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 Gw&K Investment Management, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
