SD
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Scott Durrett

11 Years of Experience
Newport Beach, CA
2 DisclosuresBrokerSells Insurance

Scott Durrett is a registered investment advisor at Ameriprise Financial Services, LLC, based in Newport Beach, CA, with 11 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

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

660 Newport Center Dr, Ste 800, Newport Beach, CA, 92660

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History

Regulatory History (2)
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
May 2025
Pending
Customer Dispute
November 2019
Denied
Other Business ActivitiesSells Insurance

Scott is an independent insurance broker for multiple companies, including American Fideklity Assurance Company, Principal Life Insurance Company, and Symetra, and sells disability income insurance. He also serves on the Board of Directors for Durrett, spending minimal time on these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2015 - Present · 11 yrs
Ameriprise Financial Services, LLC
June 2015 - Present · 11 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2015 - Present · 11 yrs 4 mos
State Registrations28 states
ARAZCACOCTFLGAHIIAIDILINKYMAMTNCNJNMNVNYOHORPASCTXUTVAWA
AdvisorBrokerBoth

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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