Scott
Pandillo
Next Financial Group, Inc
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About this Advisor
Scott Pandillo is a financial advisor based in Syracuse, New York who has 6 years of industry experience. Pandillo is an employee of Next Financial Group, Inc. Throughout their career, Pandillo has worked at R. S. Pandillo Associates, Linsco/Private Ledger Corp, Next Finanical Group and Liberty Wealth Management, LLC. Pandillo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York and Tennessee. Next Financial Group, Inc is a company that has its headquarters in Houston, TX. It has offices in 280 locations and a total of 587 advisors. It controls $3 billion in assets under management across its 16,162 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 47 charities and foundations. Of its 16,162 accounts, just 5% belong to high-net-worth clients who have more than $1 million in assets available to invest. Next Financial Group, Inc provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on which service is offered. However, fee types billed by Next Financial Group, Inc may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$2,919,044,437
587
16,162
$180,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Scott Pandillo Work History
Scott has been registered as a financial advisor for 6 years.*
Next Finanical Group
Liberty Wealth Management, LLC
Linsco/Private Ledger Corp
R. S. Pandillo Associates
*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 Pandillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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