Zachary
Scott
Royal Alliance Associates, Inc
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About this Advisor
Zachary Scott is a certified financial planner working out of Catonsville, Maryland, who has 1 year of industry experience. Scott currently works for Royal Alliance Associates, Inc. Scott has gained experience at Brotman Financial Group, Baltimore Orioles, Loyola University Maryland, Nfp Advisors, Kestra Financial Services, Inc, Securian Financial Services Inc, Minnesota Life Insurance Company, Securian Capital Of The Chesapeake and Royal Alliance. Scott has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut, Maryland and Pennsylvania. Royal Alliance Associates, Inc is a financial advisory business that has its headquarters in Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 advisors. It administers $30 billion in total assets among its 149,233 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 191 charitable organizations. Of its 149,233 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in investable assets. Royal Alliance Associates, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by Royal Alliance Associates, Inc most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Zachary Scott Work History
Zachary has been registered as a financial advisor for 1 years.*
Royal Alliance
Minnesota Life Insurance Company
Securian Financial Services Inc
Securian Capital Of The Chesapeake
Kestra Financial Services, Inc
Brotman Financial Group
Brotman Financial Group
Nfp Advisors
Baltimore Orioles
Loyola University Maryland
*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 Zachary 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 Royal Alliance Associates, Inc
St Louis Park, MN
Torrance, CA
Grandville, MI
Mishawaka, IN
South Jordan, UT
Spokane, WA
Mineola, NY
Wayland, MA
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.
