Scott Joseph Szymula
Investment adviser representative at Prime Capital Financial
11 yearsExperience
1 stateRegistered in
$39.1BFirm assets
9 yearsFirm in business
Are you Scott Joseph Szymula? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
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.
- Prime Capital FinancialJan 2024 to now
- Prime Capital Investment Advisors, LLCJan 2024 to now
- Financial Engines Advisors L.L.C.Nov 2016 to Jan 2024
- Tmfs Advisors, LLCAug 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (IL).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
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
- 5610110
- Firm CRD
- 288712