Scott
Solod

Hammond Iles Wealth Advisors

CRD#2116968
Investment Advisor
in Burlington, VT

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About this Advisor

Scott Solod is a financial advisor who works in Burlington, Vermont who has 1 year of industry experience. Solod is on the advisory team at Hammond Iles Wealth Advisors. The advisor has gained experience at Equity Services Inc, Hammond Iles Wealth Advisors, Purshe Kaplan Sterling Investments, Santander Securities LLC, Commonwealth Financial Network and Sii. Solod maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Vermont. Hammond Iles Wealth Advisors is a company operating out of Wethersfield, CT. The investment advisory business has offices in three locations and a total of 11 advisors. It controls $82 million in total assets across its 482 accounts, placing it among the smaller financial advisory firms in the country by assets under management. The firm advises three charitable organizations. Of its 482 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on the type of financial services offered. Fee types billed by Hammond Iles Wealth Advisors most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

128 Lakeside Ave Suite 103
Burlington, VT 05401

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Hammond Iles Wealth Advisors Brokerage Details

Total Assets Under Management

$82,142,674

VT Average: $5,297,377,271
Total Number of Employees

11

VT Average: 35
Total Number of Accounts

482

VT Average: 690
Average Account Size

$170,420

VT Average: $7,677,358

Investment Advisory Services

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

Scott Solod Work History

Scott has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hammond Iles Wealth Advisors

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2019 - 2022 (3 years)

Equity Services Inc

2016 - 2019 (3 years)

Equity Services Inc

2015 - 2016 (1 year)

Santander Securities LLC

2013 - 2015 (2 years)

Sii

2005 - 2013 (8 years)

Commonwealth Financial Network

*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 Solod 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 Hammond Iles Wealth Advisors

Kevin Iles
Wethersfield, CT
Scott Solod
Burlington, VT
Scott Iles
Wethersfield, CT
Robert Hammond
Wethersfield, CT

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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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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