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Scott Selzer

29 Years of Experience
Austin, TX
Broker

Scott Selzer is a registered investment advisor at U.S. Capital Wealth Advisors, LLC, based in Austin, TX, with 29 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,460 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
4,460 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$50K

USCWA is primarily compensated through asset-based fees, which are a percentage of the assets they manage for you. These fees generally range from 0.75% to 2.0% and are negotiable. The exact fee depends on factors like the amount of assets, the services you select, and the complexity of your portfolio. Some accounts are billed monthly based on the average daily balance, while others are billed quarterly based on quarter-end values. If external managers are used, there will usually be additional fees.

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Location

300 West 6th Street, Suite 1900, Austin, TX, 78701

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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 registered representative with USCA Securities, LLC since 2010 and a financial advisor with US Capital Wealth Advisors, LLC since 2021. He spends minimal time on these activities.

Employment History
Current Registrations
U.S. Capital Wealth Advisors, LLC
June 2021 - Present · 4 yrs 11 mos
Usca Securities LLCBroker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Usca RIA LLC
October 2010 - June 2021 · 10 yrs 8 mos
UBS Financial Services INC.Broker
April 2008 - October 2010 · 2 yrs 6 mos
UBS Financial Services INC.
April 2008 - October 2010 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2000 - April 2008 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - April 2008 · 7 yrs 10 mos
A I M Distributors, INC.Broker
January 1996 - April 2000 · 4 yrs 3 mos
State Registrations30 states
AKALARAZCACOFLGAILINKYLAMDMIMSMTNCNJNMNYOHOKORPASCTNTXVAWAWV
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.
Scott Selzer - Financial Advisor | TrueAdvisor