SG
CFA
SG
CFA

Scott Andrew Gillespie

7 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
1,062 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

One Boston Place, 201 Washington Street, 29th Floor, Boston, MA, 02108

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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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Employment History
Current Registrations
Lmcg Investments, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Artemis Financial Advisors
June 2020 - November 2023 · 3 yrs 5 mos
Little House Capital, LLC
December 2019 - May 2020 · 5 mos
Arkadios CapitalBroker
September 2019 - December 2019 · 3 mos
People's Securities, INC.Broker
February 2015 - November 2017 · 2 yrs 9 mos
Brill Securities, INC.Broker
April 2014 - April 2014 · 0 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Scott Andrew Gillespie - Financial Advisor | TrueAdvisor