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Christie Scott

23 Years of Experience
Portsmouth, NH
Broker

Christie Scott is a registered investment advisor at Global Retirement Partners LLC, based in Portsmouth, NH, with 23 years of industry experience. Christie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

25 Market Street, Suite 2B, Portsmouth, NH, 03801

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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

Christie operates RSG Advisory as a DBA for her LPL business and provides administrative support to Global Retirement Partners, an independent investment advisor firm, dedicating full-time hours to each. She also serves as a Third Party Administrator (TPA) for Retirement Solution Group, LLC, spending about a quarter of her time on this activity.

Employment History
Current Registrations
Global Retirement Partners LLC
May 2018 - Present · 8 yrs 2 mos
LPL Financial LLCBroker
April 2017 - Present · 9 yrs 3 mos
Previous Registrations
Ausdal Financial Partners, INC.Broker
January 2009 - April 2017 · 8 yrs 3 mos
Associated Securities CORP.
October 2006 - December 2008 · 2 yrs 2 mos
Associated Securities CORP.Broker
September 2006 - December 2008 · 2 yrs 3 mos
Portfolio Brokerage Services, INC.Broker
March 2005 - January 2006 · 10 mos
AXA Advisors, LLCBroker
October 2003 - October 2004 · 1 yr
Manulife Financial Securities LLCBroker
March 2001 - September 2003 · 2 yrs 6 mos
State Registrations4 states
MAMENHVT
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.