Scott J Gegerson
Investment adviser representative at Magnus Financial Group LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Magnus Financial Group LLCSep 2026 to now
- Magnus Financial Rgoup LLCSep 2026 to now
- LPL Financial LLCMar 2021 to Sep 2026
- Stratos Wealth Partners, LtdMar 2021 to Sep 2026
- Trivium Wealth ManagementFeb 2021 to Sep 2026
- Trivium Financial GroupSep 2016 to Feb 2021
- Park Avenue Securities LLCMar 2015 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
Magnus Financial Group LLC
$2.3BAssets managed
1,158Clients
9Advisers
9 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
- 4448415
- Firm CRD
- 289423