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Scott Payden

Ameritas Advisory Services, LLC
41 Years of Experience
Richfield, OH
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Scott Payden is a registered investment advisor at Ameritas Advisory Services, LLC, based in Richfield, OH, with 41 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4816 Brecksville Rd., Suite 18, Richfield, OH, 44286

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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
November 2006
Settled
Customer Dispute
November 2003
Award / Judgment
Customer Dispute
September 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is licensed as an independent insurance agent to sell fixed insurance products through Wallstreet Money Managers, Inc., where he is also the President/Owner. Insurance-related activities take about half of his time, while trading takes a few hours per week.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
October 2014 - November 2021 · 7 yrs 1 mo
Carillon Investments, INC.Broker
July 1997 - June 2006 · 8 yrs 11 mos
The Paul Revere Variable Annuity Insurance CompanyBroker
June 1989 - September 1998 · 9 yrs 3 mos
Washington Square Securities, INC.Broker
May 1989 - July 1997 · 8 yrs 2 mos
Financial Network Investment CorporationBroker
April 1989 - May 1989 · 1 mo
American Pacific Securities CorporationBroker
August 1985 - April 1989 · 3 yrs 8 mos
Universal Heritage Investments CorporationBroker
January 1985 - August 1985 · 7 mos
Hibbard-Beck, INC.Broker
November 1984 - January 1985 · 2 mos
State Registrations26 states
ALAZCACODCDEFLGAILKYMAMDMIMONCNYOHORPASCTNTXVAWIWVWY
AdvisorBrokerBoth

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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