Scott Daniel Mcquillen
Investment adviser representative at Assetmark, Inc.
12 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
12 years in the industry.
- Assetmark Brokerage, LLCJun 2026 to now
- Assetmark, Inc.May 2026 to now
- Assetmark Financial Holdings, IncMay 2026 to now
- Usi SecuritiesMar 2023 to May 2026
- Usi Consulting GroupJan 2023 to May 2026
- Ameritas Advisory Services, LLCNov 2021 to Nov 2022
- Ameritas Life Insurance CorpJul 2019 to Nov 2022
- Ameritas Investment CorpJul 2019 to Nov 2021
- Obs FinancialMar 2014 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 2244262
- Firm CRD
- 109018