Michael
Haddix

Scout

CRD#6492031
Investment Advisor
in Clifton Park, NY

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About this Advisor

Michael Haddix is a financial advisor who works out of Clifton Park, New York with a total of 1 year of relevant experience. Haddix is on the advisory team at Scout. Over the course of their career, Haddix has held roles at Columbia University, Lazard, Goldman Sachs, Boston Scientific, Octagon, Athlete Advisors LLC, Elv8 Inc and L.E.K. Consulting. Haddix maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Scout is a financial advisory company operating in Clifton Park, New York. It handles $74 thousand in assets between its 400 client accounts, making it one of the smaller firms in the country by assets under management. Scout offers portfolio management for individuals and small businesses. Financial management fees typically are based on the financial services. Fee types charged by Scout likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

1 year

Services Offered

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

$73,500

Total Number of Employees

6

Total Number of Accounts

400

Average Account Size

$184

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Michael Haddix Work History

Michael has been registered as a financial advisor for 1 years.*

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

2011 - 2013 (2 years)

Boston Scientific

2011 - 2013 (2 years)

Boston Scientific

*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 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

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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