Scott Meyerson
Scott Meyerson is a registered investment advisor at Commonwealth Financial Network, based in Wilmington, NC, with 34 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
Wilmington, NC
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2023Customer Dispute
August 2012Other Business ActivitiesSells Insurance
Scott owns M3 Capital Management, LLC, which facilitates securities, advisory, and insurance business, dedicating all of his time during business hours. He also sells fixed insurance and owns My Time Holdings, LLC, a real estate management entity.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Edward Jones
Edward JonesBroker
U.s.-Worldwide Financial Services, INC.Broker
State Registrations9 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.