Scott
Morrison

Brave Family Advisors

CRD#1878820
Investment Advisor
in Providence, RI

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About this Advisor

Scott Morrison is a financial advisor based in Providence, Rhode Island, working with Brave Family Advisors. Scott has previously held positions at Sam Capital Management LLC./Sam Capital LLC and Spectrum Capital Group. Scott has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Rhode Island. Currently, Scott is part of Brave Family Advisors, which operates out of Providence, Rhode Island. The firm has 1 office and 7 employees. The firm manages assets totaling $491.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and pension consulting services. The fee structure at Brave Family Advisors includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

10 Dorrance Street Suite 700
Providence, RI 02903

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Brave Family Advisors Brokerage Details

Total Assets Under Management

$491,288,899

RI Average: $10,121,009,343
Total Number of Employees

7

RI Average: 92
Total Number of Accounts

777

RI Average: 6,978
Average Account Size

$632,289

RI Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Scott Morrison Work History

2014 - 2015 (1 year)

Spectrum Capital Group

2003 - 2015 (12 years)

Sam Capital Management LLC./Sam Capital LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Scott Morrison 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 Brave Family Advisors

James Haire
Summit, NJ
William Swart
Summit, NJ
Yiorgos Georgeson
Summit, NJ
Scott Morrison
Providence, RI
Peter Van Alstyne
Summit, NJ
David Bunting
Summit, NJ
Thomas Haire
Summit, NJ

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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