Scott Matthew Friel
Investment adviser representative at Assetmark, Inc.
18 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Assetmark, Inc.Nov 2024 to now
- Assetmark Financial Holdings, IncOct 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Oct 2024
- Securities America AdvisorsMay 2021 to Jun 2024
- Potomac Fund ManagementNov 2020 to Jan 2021
- Absolute Capital Management, LLCNov 2019 to Nov 2020
- Friel Financial Advisor Practice ConsultingJul 2019 to May 2021
- The Pacific Financial Group, Inc.Jan 2006 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (NE).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2205230
- Firm CRD
- 109018