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Scot Hunter

23 Years of Experience
Weston, FL
3 Disclosures

Scot Hunter is a registered investment advisor at Corient, based in Weston, FL, with 23 years of industry experience. Scot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
647 advisors
Number of Clients
26,586 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$165.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.

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

2700 S Commerce Parkway Suite 100, Weston, FL, 33331

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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
May 2025
Denied
Customer Dispute
October 2024
Pending
Employment Separation After Allegations
August 2008
Employment History
Current Registrations
Corient
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Emfo, LLC
November 2017 - August 2024 · 6 yrs 9 mos
Emerald Asset Advisors LLC
May 2007 - July 2019 · 12 yrs 2 mos
MML Investors Services, INC.
March 2006 - September 2008 · 2 yrs 6 mos
Lockwood Financial Services, INC
October 2000 - May 2003 · 2 yrs 7 mos
State Registrations3 states
COFLTX
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.
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