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Scott Hechler

17 Years of Experience
Staten Island, NY
3 Disclosures

Scott Hechler is a registered investment advisor at Purevest, based in Staten Island, NY, with 17 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 91 clients with $52M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
91 clients
Average Client Portfolio
$567K average
Assets Under Management
$51.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees will generally not exceed 2.5% of assets under management unless the scope, complexity, amount of time, or expertise required warrant a higher fee. Fees are negotiable for friends, family members, and certain other circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1110 South Ave, Suite 85, Staten Island, NY, 10314

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2024
Settled
Customer Dispute
March 2022
Settled
Customer Dispute
June 2015
Settled
Employment History
Current Registrations
Purevest
July 2026 - Present · 3 mos
Previous Registrations
Spartan Capital Securities, LLCBroker
May 2023 - May 2026 · 3 yrs
Sw FinancialBroker
December 2019 - May 2023 · 3 yrs 5 mos
Worden Capital Management LLCBroker
November 2016 - December 2019 · 3 yrs 1 mo
Legend Securities, INC.Broker
August 2013 - November 2016 · 3 yrs 3 mos
Joseph Gunnar & CO. LLCBroker
June 2012 - August 2013 · 1 yr 2 mos
Brookstone Securities, INC.Broker
November 2009 - June 2012 · 2 yrs 7 mos
J.P. Turner & Company, L.L.C.Broker
March 2007 - April 2008 · 1 yr 1 mo
State Registrations1 state
NY
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.
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