Scott
Danner
Steward Partners Investment Advisory, LLC
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About this Advisor
Scott Danner is a financial advisor based in Chesapeake, Virginia, working with Steward Partners Investment Advisory, LLC. Scott has previously held positions at Edward Jones, Raymond James Financial Services, Inc, Freedom Street Partners, LLC, Steward Partners Global Advisory, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Raymond James Financial Services Advisors Inc. Scott has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Louisiana, Texas, and Virginia. Currently, Scott is part of Steward Partners Investment Advisory, LLC, which operates out of Chesapeake, Virginia. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Scott Danner Work History
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory
Freedom Street Partners, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Edward Jones
Disclosures
Please visit the SEC profile of Scott Danner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
