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Gregory Scott

7 Years of Experience
Douglasville, GA
Broker

Gregory Scott is a registered investment advisor at Emerson Equity LLC, based in Douglasville, GA, with 7 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
679 clients
Average Client Portfolio
$483K average
Assets Under Management
$327.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.50%
$1M+2.25%

Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.

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

Douglasville, GA

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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
Emerson Equity LLC
February 2021 - Present · 5 yrs 3 mos
Emerson Equity LLCBroker
January 2020 - Present · 6 yrs 4 mos
Emerson Equity LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2019 - January 2020 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2018 - January 2020 · 1 yr 2 mos
State Registrations12 states
CAFLGAMNNCNHNJNYTXUTVAWA
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.
Gregory Scott - Financial Advisor | TrueAdvisor