Scott
Larsen

Guggenheim Investments

CRD#4239309
Investment Advisor
in New York, NY

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About this Advisor

Scott Larsen is a financial advisor based in New York, New York, working with Guggenheim Investments. Scott has previously held a position at Claymore Securities, Inc. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Scott is part of Guggenheim Investments, which operates out of New York, New York. The firm has 6 offices and 40 employees. The firm manages assets totaling $11.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Guggenheim Investments includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

330 Madison Avenue 10Th Floor
New York, NY 10017

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Guggenheim Investments Brokerage Details

Total Assets Under Management

$11,255,391,581

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

40

NY Average: 88
Total Number of Accounts

138

NY Average: 3,892
Average Account Size

$81,560,809

NY Average: $1,917,921

Investment Advisory 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 Larsen Work History

2003 - Present (21 years)

Claymore Securities, Inc

Disclosures

Please visit the SEC profile of Scott Larsen 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 Guggenheim Investments

Adam Sall
New York, NY
Kurt Petricek
Pheonix, AZ
Jonathan Panosh
New York, NY
Kevin Burke
Chicago, IL
William Costigan
New York, NY
Joseph Direnzo
New York, NY
Michael Hoare
New York, NY
Mark Skelton
Chicago, IL

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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