Cassandra
Scroggs
Laird Norton Wealth Management
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About this Advisor
Cassandra Scroggs is a certified financial planner based out of Seattle, Washington, with a total of 1 year of industry experience. Scroggs works at Laird Norton Wealth Management. Throughout their career, Scroggs has worked at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Terry R Cole, Cetera Advisor Networks and Highland Private Wealth Management. Scroggs has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. Laird Norton Wealth Management is an advisory company headquartered in Seattle, WA. The company has offices in three locations and a total of 97 financial advisors. It handles $4 billion in assets under management between its 2,706 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves six charities and foundations. Of its 2,706 customer accounts, 77% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types charged by Laird Norton Wealth Management most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laird Norton Wealth Management Brokerage Details
$4,060,993,183
97
2,706
$1,500,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Cassandra Scroggs Work History
Cassandra has been registered as a financial advisor for 1 years.*
Highland Private Wealth Management
Terry R Cole
Cetera Advisor Networks
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
*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 Cassandra Scroggs 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 Laird Norton Wealth Management
Seattle, WA
Seattle, WA
Seattle, WA
Exton, PA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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.
