Scott Gegerson
Scott Gegerson is a CFP-designated registered investment advisor at Magnus Financial Group LLC, based in Garden City, NY, with 21 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 1,158 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fees for most clients range between 0.5% and 1.5% of assets under management and are negotiable based on relationship size and complexity. Specific strategies carry typical fees of 0.5% to 1.5%.
Fee Estimator
Location
65 Hilton Avenue, Garden City, NY, 11530
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott works full-time for Stratos Wealth Partners and Truvium Wealth Management, providing investment advisory services. He also works as an insurance agent selling life insurance, fixed annuities, LTC, and LTDI, dedicating about 10-20% of his time, and is an insurance agent for Vanbridge, spending minimal time.
Employment History
Current Registrations
Magnus Financial Group LLC
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Triad Advisors, INC.Broker
Summit Brokerage Services, INC.Broker
Citigroup Global Markets INC.Broker
Oppenheimer & CO. INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations22 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.
Exams
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