Scott Joseph Danes
Investment adviser representative at Forest Capital Management, LLC
11 yearsExperience
1 stateRegistered in
$3.8BFirm assets
12 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Forest Capital Management, LLCApr 2020 to now
- Duff & Phelps, LLCSep 2018 to Mar 2020
- True Partners Consulting, LLCJun 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Forest Capital Management, LLC
$3.8BAssets managed
118Clients
6Advisers
12 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
- 7250102
- Firm CRD
- 171659