Scott Krim is a registered investment advisor at Claris Advisors, LLC, based in New York, NY, with 35 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Claris Advisors offers financial planning services for a fixed fee, ranging from $2,500 to $10,500, depending on the client's situation and the services requested.
Location
3 Times Square, 25th Floor, New York, NY, 10036
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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 →Other Business ActivitiesSells Insurance
Scott is a partner at Krim Associates, a member of Claris Advisors LLC, and acts as a broker, all involving insurance activities. He also provides investment advisory services through Kestra Advisory Services, offers consulting referrals, is a principal/member of Wealth Preservation Solutions, and is the President/Owner of INSURANCE PORTAL.AI, dedicating a few hours per week to this role.
Employment History
Current Registrations
Claris Advisors, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations1 state
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