Jeffrey Scrimenti
Jeffrey Scrimenti is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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Regulatory History (2)
Customer Dispute
March 2012Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance broker selling health and life insurance, dedicating minimal time to this activity. He also owns a vineyard and a farm, with his wife managing the vineyard business, and is involved with a financial literacy non-profit and Innovation Partners LLC.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Innovation Partners LLC
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Workman Securities Corporation
Workman Securities CorporationBroker
MML Investors Services, INC.Broker
Centaurus Financial, INC.Broker
Washington Square Securities, INC.Broker
Wma Securities, INC.Broker
Uslife Equity Sales CORP.Broker
Mutual Service CorporationBroker
Keogler, Morgan & Company, INC.Broker
Mutual Service CorporationBroker
Pruco Securities CorporationBroker
State Registrations7 states
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.