Alexander J Scott
Investment adviser representative at Assetmark, Inc.
12 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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
Experience
12 years in the industry.
- Assetmark, Inc.Feb 2024 to now
- Assetmark Financial Holdings, Inc.Feb 2024 to now
- Self-employedOct 2014 to now
- The Vanguard Group, Inc.Sep 2022 to Mar 2023
- Century21 NorthwestMay 2021 to Jun 2022
- The University of Arizona Housing and Residential LifeAug 2019 to May 2022
- The University of ArizonaAug 2018 to May 2022
- Mountain Ridge High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7609190
- Firm CRD
- 109018