Scott
Weissman

Matrix Private Capital Group

CRD#2802682
Investment Advisor
in Park City, UT

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Park City, UT

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Matrix Private Capital Group Brokerage Details

Total Assets Under Management

$447,233,913

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

10

UT Average: 88
Total Number of Accounts

839

UT Average: 3,892
Average Account Size

$533,056

UT Average: $1,917,921

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

2019 - Present (5 years)

Matrix Private Capital Group

2015 - 2019 (4 years)

Morgan Stanley Private Bank, National Association

2009 - 2019 (10 years)

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

Thomas Bruce
Chicago, IL
Scott Weissman
Park City, UT
Marisa Camp
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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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.

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