SA
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Scott Albright

23 Years of Experience
Charlotte, NC

Scott Albright is a registered investment advisor at Horizon Investments LLC, based in Charlotte, NC, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,467 clients with $8.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,467 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Horizon Investments' fees vary depending on the program and financial intermediary.

For SMA wrap programs, fees typically do not exceed 0.75% per year of the value of your investments.

For UMA wrap programs, fees typically do not exceed 0.75% per year of the value of your investments.

For MDPs, fees typically do not exceed 0.65% per year of the value of your investments.

For direct clients, the maximum annual management fee is 0.75%.

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Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

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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 works for Horizon Investments as a Portfolio Trading and Operations Specialist, focusing on daily trading and operations. This investment-related activity takes a full-time commitment.

Employment History
Current Registrations
Horizon Investments LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Quasar Distributors, LLCBroker
September 2019 - August 2021 · 1 yr 11 mos
Horizon Investments LLC
November 2017 - September 2019 · 1 yr 10 mos
Quasar Distributors, LLCBroker
January 2016 - November 2017 · 1 yr 10 mos
Northern Lights Distributors, LLCBroker
June 2012 - March 2015 · 2 yrs 9 mos
Horizon Investments LLC
August 2010 - December 2015 · 5 yrs 4 mos
Oppenheimer & CO. INC.
March 2009 - February 2010 · 11 mos
Oppenheimer & CO. INC.Broker
March 2009 - February 2010 · 11 mos
Stanford Group CompanyBroker
July 2006 - March 2009 · 2 yrs 8 mos
Stanford Group Company
July 2006 - March 2009 · 2 yrs 8 mos
Banc of America Investment Services, INC.Broker
March 2004 - July 2006 · 2 yrs 4 mos
Banc of America Investment Services, INC.
March 2004 - July 2006 · 2 yrs 4 mos
American Express Financial Advisors, INC.
June 2002 - January 2004 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
May 2002 - January 2004 · 1 yr 8 mos
Ids Life Insurance CompanyBroker
May 2002 - January 2004 · 1 yr 8 mos
State Registrations1 state
NC
Advisor

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 Albright - Financial Advisor | TrueAdvisor