Scott
Rivard

Chelsea Advisory Services, Inc

CRD#1193114
Investment Advisor
in Greenville, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Scott Rivard is a financial advisor based in Greenville, South Carolina, working with Chelsea Advisory Services, Inc. Scott has previously worked at E.K. Rivard, Inc, Securities America, Inc, Securities America Advisors, Inc, Independent Firnancial Group, LLC, Adviseme National Advisors, Lpl Financial LLC, Cbiz Investment Advisory Services LLC, Nfp Retirement, Inc, E.K. Rivard, LLC, Allstate Insurance Co, Principal Securities, Principal Life Insurance Co, Rivard Retirement, and Chelsea Financial Services. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Scott is part of Chelsea Advisory Services, Inc, which operates out of Greenville, South Carolina. The firm has 21 offices and 22 employees. Chelsea Advisory Services, Inc manages assets totaling $126.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Chelsea Advisory Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Greenville, SC

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Chelsea Advisory Services, Inc Brokerage Details

Total Assets Under Management

$126,883,334

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

22

SC Average: 88
Total Number of Accounts

536

SC Average: 3,892
Average Account Size

$236,723

SC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Scott Rivard Work History

2024 - Present (1 year)

Rivard Retirement

2024 - Present (1 year)

Chelsea Financial Services

2024 - 2024 (< 1 year)

Principal Securities

2024 - 2024 (< 1 year)

Principal Life Insurance Co

2023 - 2023 (< 1 year)

Nfp Retirement, Inc

2023 - 2024 (1 year)

E.K. Rivard, LLC

2023 - 2023 (< 1 year)

Allstate Insurance Co

2021 - 2021 (< 1 year)

Cbiz Investment Advisory Services LLC

2019 - 2021 (2 years)

Lpl Financial LLC

2015 - 2019 (4 years)

Independent Firnancial Group, LLC

2015 - 2016 (1 year)

Adviseme National Advisors

2012 - 2015 (3 years)

Securities America, Inc

2012 - 2015 (3 years)

Securities America Advisors, Inc

1998 - 2023 (25 years)

E.K. Rivard, Inc

Disclosures

Please visit the SEC profile of Scott Rivard 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 Chelsea Advisory Services, Inc

Joseph Palermo
Staten Island, NY
Sandra Keir
Sarasota, FL
Andrew Cilento
Staten Island, NY
James Stephenson
Lake Charles, LA
Paul Balog
Lady Lake, FL
Jon Franco
Brooklyn, NY
Matthew Nugent
Staten Island, NY
Scott Bresky
Holmdel, NJ

The data in this profile was pulled by SmartAsset on 6/4/2025. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started