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Scott Kavanagh

32 Years of Experience
Pittsburgh, PA
Broker

Scott Kavanagh is a registered investment advisor at Federated Global Investment Management CORP., based in Pittsburgh, PA, with 32 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 74 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
208 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B

Fee Structure

Investment management only (planning not offered)

Federated Global Investment Management charges fees based on a percentage of assets under management. These fees vary depending on the type of account (Separate, Managed, or Model Portfolio) and the investment strategy. Fees may be negotiable and may include breakpoints where the percentage decreases as assets increase. Managed accounts may have a 'wrapped fee' covering various services, with Federated receiving a portion.

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Location

1001 Liberty Avenue, Pittsburgh, PA, 15222-3779

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott is a minority investor in 5 Generation Bakers since 2012. This investment-related activity requires minimal time.

Employment History
Current Registrations
Federated Securities CORP.
November 2009 - Present · 16 yrs 6 mos
Federated Investment Counseling
February 2005 - Present · 21 yrs 3 mos
Federated Securities CORP.Broker
April 1998 - Present · 28 yrs 1 mo
Federated Securities CORP.
April 1998 - Present · 28 yrs 1 mo
Previous Registrations
Wood Logan Associates, INC.Broker
December 1992 - October 1997 · 4 yrs 10 mos
State Registrations52 states
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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
No exam information available for this advisor.
Scott Kavanagh - Financial Advisor | TrueAdvisor