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Scott Chaisson

Compass Capital Corporation
31 Years of Experience
Braintree, MA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Scott Chaisson is a registered investment advisor at Compass Capital Corporation, based in Braintree, MA, with 31 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,318 clients with $700M in assets under management.

Compass Capital Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,318 clients
Average Client Portfolio
$528K average
Assets Under Management
$695.5M

Fee Structure

Investment management only (planning not offered)

Compass Capital Corporation charges for investment management based on a percentage of the value of your portfolio. All fees are negotiable between Compass Capital Corporation and the client based on the relationship, needs, and circumstances. Fees are billed quarterly in arrears and are usually deducted directly from your account by the custodian.

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Location

50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184-8734

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2012
Pending
Customer Dispute
October 2010
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is the President of Compass Securities Insurance Agency, where he is licensed to sell life insurance and annuities since 2017.

Employment History
Current Registrations
Compass Capital Corporation
August 2015 - Present · 11 yrs 2 mos
Compass Securities CorporationBroker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Capital Guardian Wealth Management, LLC
July 2012 - November 2014 · 2 yrs 4 mos
Capital Guardian, LLCBroker
April 2012 - November 2014 · 2 yrs 7 mos
Global Investor Services, L.C.Broker
January 2011 - January 2012 · 1 yr
Royal Alliance Associates, INC.Broker
March 2010 - January 2011 · 10 mos
Oppenheimer & CO. INC.
May 2009 - October 2009 · 5 mos
Oppenheimer & CO. INC.Broker
March 2009 - October 2009 · 7 mos
Stanford Group Company
May 2006 - March 2009 · 2 yrs 10 mos
Stanford Group CompanyBroker
May 2006 - March 2009 · 2 yrs 10 mos
Banc of America Investment Services, INC.
October 2004 - May 2006 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
October 2004 - May 2006 · 1 yr 7 mos
Quick & Reilly, INC.
August 2004 - October 2004 · 2 mos
Quick & Reilly, INC.Broker
July 2003 - October 2004 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
February 2000 - July 2003 · 3 yrs 5 mos
Fidelity Brokerage Services, INC.Broker
October 1995 - December 1999 · 4 yrs 2 mos
Mony Securities CORP.Broker
May 1993 - October 1995 · 2 yrs 5 mos
State Registrations7 states
INKSMANHNJNMOH
AdvisorBrokerBoth

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.
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