Walter Scott
Walter Scott is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Morristown, NJ, with 29 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
89 Headquarter Plaza, North Tower 14th Floor, Morristown, NJ, 07960
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Regulatory History (1)
Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Walter is an independent insurance agent for various companies since 2003, dedicating a few hours per week. He also provides legal services as an attorney and is an advisory representative of a registered investment advisor, spending a significant amount of time on this activity. Additionally, Walter owns rental properties.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Tfs Securities, INC.Broker
State Registrations16 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.