Scott Biedrycki
CRD Number: 862387
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Scott began his financial services career in 1975. He holds the Certified Portfolio Manager designation (CPM® is a registered service mark of the Academy of Certified Portfolio Managers); is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; and holds the Chartered Financial Consultant® (ChFC®) professional designation.
His service in the U.S. Army included tours in Vietnam and Thailand. He was assigned to military intelligence, receiving a Top Secret Cryptographic security clearance.
Scott received a diploma in Risk Management from the American College in Bryn Mawr, Pennsylvania, completed graduate course work at the University of Chicago Booth School of Business in Investment Management and Analysis, and completed the Certified Portfolio Manager, CPM® curriculum through Columbia University.
He oversees portfolio management for the Biedrycki Sullivan Vaughan group.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Charlotte, NC | Dec 2009 - Current | 14 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte, NC | Jan 2007 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1987 |
S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- NC
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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