Scott
Townsend

John G. Ullman & Associates, Inc

CRD#2442772
Investment Advisor
in Lakewood Ranch, FL

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About this Advisor

Scott Townsend is a financial advisor based in Lakewood Ranch, Florida, working with John G. Ullman & Associates, Inc. Scott has previously held positions at Ss&C, John G. Ullman & Associates, Inc, and Calvary Baptist Church. Scott is registered to provide services in Florida. Currently, Scott is part of John G. Ullman & Associates, Inc, which operates out of Lakewood Ranch, Florida. The firm has 3 offices and 56 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at John G. Ullman & Associates, Inc includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

Lakewood Ranch, FL

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John G. Ullman & Associates, Inc Brokerage Details

Total Assets Under Management

$1,262,886,094

FL Average: $7,464,549,021
Total Number of Employees

56

FL Average: 88
Total Number of Accounts

2,297

FL Average: 3,892
Average Account Size

$549,798

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Scott Townsend Work History

2022 - Present (3 years)

John G. Ullman & Associates, Inc

2018 - 2022 (4 years)

Ss&C

2004 - 2022 (18 years)

Calvary Baptist Church

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Disclosures

Please visit the SEC profile of Scott Townsend to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at John G. Ullman & Associates, Inc

Andrew Baron
Horseheads, NY
Derek Doyle
Rhinebeck, NY
Mason Jones
Horseheads, NY
Lynda Lander
Horseheads, NY
Jakob Brost
Horseheads, NY
Judith Palumbo
Horseheads, NY
Brandi Graham
Horseheads, NY
Amanda Herrick Smith
Horseheads, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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