Scott Adam Weissman

CFP

Matrix Private Capital Group

28 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Matrix Private Capital Group

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

202 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$494.9M

Fee Structure

Financial Planning:Investment management only

Location

Park City, UT

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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.

Employment History

Current Registrations

Matrix Private Capital Group

August 2019 - Present · 6 yrs 6 mos

Previous Registrations

Morgan Stanley

June 2009 - April 2019 · 9 yrs 10 mos

Morgan StanleyBroker

June 2009 - April 2019 · 9 yrs 10 mos

Morgan Stanley & CO. IncorporatedBroker

April 2007 - June 2009 · 2 yrs 2 mos

Morgan Stanley & CO. Incorporated

April 2007 - June 2009 · 2 yrs 2 mos

Morgan Stanley

February 1998 - April 2007 · 9 yrs 2 mos

Morgan Stanley Dw INC.Broker

October 1996 - April 2007 · 10 yrs 6 mos

State Registrations2 states

TXUT

Advisor

Exams

No exam information available for this advisor.