Scott
Fullman
Revere Wealth Management LLC
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About this Advisor
Scott Fullman is a financial advisor operating out of New York, New York with 4 years of relevant experience. Fullman currently works for Revere Wealth Management LLC. Over the course of their career, Fullman has held roles at Oppenheimer & Co. Inc, Olympian Capital Mgt and Revere Securities LLC. Fullman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Revere Wealth Management LLC is an advisory business that has its headquarters in New York, NY. The company has offices in three locations and a total of 10 people on staff. It controls $129 million in total assets between its 369 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 369 client accounts, 40% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management typically are based on which services the firm provides the client. However, fees billed by Revere Wealth Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Revere Wealth Management LLC Brokerage Details
$129,077,872
10
369
$349,805
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Scott Fullman Work History
Scott has been registered as a financial advisor for 4 years.*
Revere Securities LLC
Olympian Capital Mgt
Oppenheimer & Co. 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 Fullman 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 Revere Wealth Management LLC
New York, NY
New York, NY
New York, NY
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