Scott Seidl
Scott Seidl is a CFP-designated registered investment advisor at Chapin Davis Asset Management, based in Fort Lauderdale, FL, with 39 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 555 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard fee is 2.00% annually and may be negotiated based on account size, portfolio complexity, and service model. Does not include brokerage commissions or transaction fees.
Fee Estimator
Location
Fort Lauderdale, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Chapin Davis Asset Management
Chapin, Davis
Chapin, DavisBroker
Previous Registrations
Northcoast Research Partners, LLC
Northcoast Research Partners, LLCBroker
Boenning & Scattergood, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Josephthal & CO., INC.Broker
Hasan Growney CO. INC.Broker
J F Lowe & Company IncorporatedBroker
G.S.G. Global Securities, INC.Broker
Sprung and Wise Securities, INC.Broker
Philips, Appel & Walden, INC.Broker
Brooks Weinger Robbins & Leeds INC.Broker
State Registrations2 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.
Exams
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