Michael
Haddix

Scout

CRD#6492031
Investment Advisor
in Clifton Park, NY

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About this Advisor

Michael Haddix is a financial advisor based in Clifton Park, New York, working with Scout. Michael has previously held positions at Columbia University, Lazard, Goldman Sachs, Octagon, Athlete Advisors LLC, Elv8 Inc, and L.E.K. Consulting. Michael has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Michael is part of Scout, which operates out of Clifton Park, New York. The firm has 6 employees and manages assets totaling $216.6 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Scout includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Clifton Park, NY

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Scout Brokerage Details

Total Assets Under Management

$216,593

Total Number of Employees

6

Total Number of Accounts

402

Average Account Size

$539

Investment Advisory Services

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

Michael Haddix Work History

2022 - Present (2 years)

Elv8 Inc

2020 - Present (4 years)

Elv8 Inc

2019 - 2020 (1 year)

Athlete Advisors LLC

2017 - 2019 (2 years)

Octagon

2016 - 2017 (1 year)

Goldman Sachs

2015 - 2016 (1 year)

Lazard

2014 - 2014 (< 1 year)

L.E.K. Consulting

2013 - 2015 (2 years)

Columbia University

Disclosures

Please visit the SEC profile of Michael Haddix 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 Scout

Michael Haddix
Clifton Park, NY

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