Scott
Weissman
Matrix Private Capital Group
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About this Advisor
Scott Weissman is a financial advisor based in Park City, Utah, working with Matrix Private Capital Group. Scott has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Matrix Private Capital Group. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Utah. Currently, Scott is part of Matrix Private Capital Group, which operates out of Park City, Utah. The firm has 3 offices and 10 employees. The firm manages assets totaling $447.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Matrix Private Capital Group includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Matrix Private Capital Group Brokerage Details
$447,233,913
10
839
$533,056
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Scott Weissman Work History
Matrix Private Capital Group
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Scott Weissman 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 Matrix Private Capital Group
Park City, UT
Chicago, IL
Phoenix, AZ
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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