SG
SG

Scott Grant

43 Years of Experience
Jacksonville Beach, FL
3 Disclosures

Scott Grant is a registered investment advisor at Standfast Asset Management, LLC, based in Jacksonville Beach, FL, with 43 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 258 clients with $90M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
258 clients
Average Client Portfolio
$347K average
Assets Under Management
$89.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable depending on the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1548 the Greens Way, Jacksonville Beach, FL, 32250

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2018
Settled
Judgment / Lien
June 2016
Criminal
July 1979
Final Disposition
Employment History
Current Registrations
Standfast Asset Management, LLC
September 2005 - Present · 20 yrs 8 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
December 2005 - December 2007 · 2 yrs
Affinity Investment Services, LLCBroker
February 2001 - December 2005 · 4 yrs 10 mos
Xcu Capital Corporation, INC.Broker
September 1999 - September 2002 · 3 yrs
Linsco/private Ledger CORP.Broker
September 1995 - December 1999 · 4 yrs 3 mos
Financial Network Investment CorporationBroker
September 1994 - October 1995 · 1 yr 1 mo
Linsco/private Ledger CORP.Broker
November 1989 - October 1994 · 4 yrs 11 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1988 - November 1989 · 1 yr 3 mos
Shearson Lehman Hutton INC.Broker
February 1988 - July 1988 · 5 mos
E. F. Hutton & Company INCBroker
May 1983 - February 1988 · 4 yrs 9 mos
J. S. Barr & CO., INC.Broker
June 1982 - March 1983 · 9 mos
First Investors CorporationBroker
January 1982 - June 1982 · 5 mos
State Registrations3 states
FLNJTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.