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Scott Tapper

31 Years of Experience
Morristown, NJ
BrokerSells Insurance

Scott Tapper is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 31 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

305 Madison Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Scott has several business activities, including DBAs related to insurance and financial planning, and providing investment advisory services through Private Advisor Group. He spends a significant amount of time, including nearly full-time hours, on these activities.

Employment History
Current Registrations
Private Advisor Group, LLC
November 2014 - Present · 11 yrs 6 mos
LPL Financial LLCBroker
November 2002 - Present · 23 yrs 6 mos
Previous Registrations
Securian Financial Services, INC.Broker
November 1994 - November 2002 · 8 yrs
State Registrations5 states
FLILNJPAVA
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.