SS
Scott Shagrin
from Beverly Hills Private Wealth, LLC
Scott Shagrin is a financial advisor based in California, Beverly Hills,
with 41 years of experience. Scott currently works for
Beverly Hills Private Wealth, LLC.
Scott maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Scott Shagrin works at Beverly Hills Private Wealth, LLC
Beverly Hills Private Wealth, LLC is a financial advisory firm based in Beverly Hills, California. It currently has approximately $459,000,000 of assets under management and employs about 8 people. Beverly Hills Private Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
25 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
350 S. Beverly Drive, Suite 360, Beverly Hills, California, 90212
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