Scott M Allison
Investment adviser representative at Kera Capital Partners
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Kera Capital PartnersSep 2023 to now
- Morgan Stanley Private Bank, N.A.Jul 2022 to now
- Morgan Stanley Smith Barney LLCMar 2022 to Sep 2023
- Kwb CreativeJan 2022 to Jun 2022
- MxuMar 2020 to Jul 2021
- Scott Allison FilmsMay 2017 to Sep 2022
- Azusa Pacific University - University RelationsSep 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kera Capital Partners
Legal name: Kera Capital Partners, Inc.
$1.4BAssets managed
329Clients
12Advisers
5 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
- 7522539
- Firm CRD
- 312875