MH
MH

Michael Haddix

5 Years of Experience
Clifton Park, NY

Michael Haddix is a registered investment advisor at Scout, based in Clifton Park, NY, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 465 clients with $370K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
465 clients
Average Client Portfolio
$800.284 average
Assets Under Management
$372K

Fee Structure

Minimum Investment:$10
Investment management only (planning not offered)

Scout does not directly bill clients for investment advisory services. Instead, Scout is compensated by the colleges and universities who provide their student athletes with access to the platform. Clients are not charged any additional fees for becoming Scout clients and receiving Scout’s investment advisory services.

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Location

Clifton Park, NY

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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

Michael provides financial literacy teaching to organizations. This activity is not investment-related.

Employment History
Current Registrations
Scout
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Goldman, Sachs & CO.Broker
June 2016 - March 2017 · 9 mos
Lazard Freres & CO. LLCBroker
August 2015 - March 2016 · 7 mos
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.
Michael Haddix - Financial Advisor | TrueAdvisor