Scott Krim is a registered investment advisor at Claris Advisors, LLC, based in New York, NY, with 36 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, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive and modular financial planning — Fixed fees typically ranging from $2,500 to $10,500 depending on the complexity of your situation, covering areas such as retirement planning, estate strategies, business succession, and insurance analysis.
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
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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