John
Scott

Closed-End Fund Advisors

CRD#4364191
Investment Advisor
in Richmond, VA

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About this Advisor

John Scott is a financial advisor based in Richmond, Virginia, working with Closed-End Fund Advisors. John has previously held a position at Closed-End Fund Advisors. John has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, John is part of Closed-End Fund Advisors, which operates out of Richmond, Virginia. The firm has 4 employees and manages assets totaling $159.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, security rating services, and other services. The fee structure at Closed-End Fund Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters, Security ratings or pricing services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

7204 Glen Forest Drive Suite #105
Richmond, VA 23226

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Closed-End Fund Advisors Brokerage Details

Total Assets Under Management

$159,039,289

VA Average: $1,835,309,194
Total Number of Employees

4

VA Average: 32
Total Number of Accounts

148

VA Average: 1,458
Average Account Size

$1,074,590

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other

John Scott Work History

2001 - Present (24 years)

Closed-End Fund Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Scott 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 Closed-End Fund Advisors

Daniel Silver
Richmond, VA
John Scott
Richmond, VA

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