Scott Maxwell Waxenbaum
Investment adviser representative at Invesco Managed Accounts, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$31.3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Invesco Managed Accounts, LLCSep 2026 to now
- InvescoMar 2024 to now
- Oaktree Capital Management, LPSep 2018 to Feb 2024
- Morgan StanleyApr 2016 to Aug 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Invesco Managed Accounts, LLC
$31.3BAssets managed
17,443Clients
17Advisers
23 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
- 6630772
- Firm CRD
- 154461