Scott Werling
Scott Werling is a registered investment advisor at Craft Wealth Management LLC, based in Garden City, NY, with 26 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Craft Wealth Management's fees for managing your investments are based on a percentage of your portfolio's value. The exact percentage is negotiable, but the maximum annual fees are:
- Up to $249,999: 2.50%
- $250,000 - $499,999: 2.40%
- $500,000 - $999,999: 2.25%
- $1,000,000 and up: 1.95%
Clients using the SSGA platform will be charged 1.30% per year, plus 0.15% to NextCapital. There is also an annual maintenance fee of $60.
Location
377 Oak Street, Lower Concourse, Garden City, NY, 11530
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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 Activities
Scott is a portfolio manager at Craft Wealth Management, LLC, dedicating about 10-20% of his time to managing RIA customer accounts. He is also a member/partner in Rollin In The Dough Wood Burning Pizza LLC, a food service business that primarily operates on weekends.
Employment History
Current Registrations
Craft Wealth Management LLC
Craft Capital Management LLC
Craft Capital Management LLCBroker
Previous Registrations
Craft Wealth Management LLC
Legend Financial Management
Legend Securities, INC.Broker
Ariston Wealth Management, L.P.
Meyers Associates, L.P.Broker
F500 Advisory Services, INC.
Finance 500, INC.Broker
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
J.P. Turner & Company, L.L.C.Broker
First Union Securities Financial Network, INC.Broker
Lloyd Wade Securities INC.Broker
Prime Charter LTD.Broker
Josephthal Lyon & Ross IncorporatedBroker
State Registrations27 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.