Scott Danner
Scott Danner is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Chesapeake, VA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
1214 Progressive Drive, Suite 200, Chesapeake, VA, 23320
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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.
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Scott is involved in numerous business ventures, including ownership in CMR Wealth Management LLC, Elan Wealth Management LLC, Freedom Street Advisors, LLC, Freedom Street Charlotte, LLC, Freedom Street Culpeper, LLC, Freedom Street Partners, LLC, FSK Office, LLC, FSP Enterprise LLC, Monaco Capital Management LLC, SWD Holland Road, LLC, SWD Office LLC, and SWD Volvo LLC. He also authored a book for financial advisors through Freedom Street LLC and spends nearly full-time hours on Freedom Street Advisors, LLC and FSP Enterprise LLC.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations51 states
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