Advisor at Creekmur Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Creekmur Asset Management, LLC
Location
Pottersville, NY
Credentials
Series 65
Industry experience
1 year
True Wealth Legacy Planning fixed fees range from $1,600 to $25,000; One-time modular plan fees typically range from $600 to $1,500.
$0 - $250,000: Not explicitly stated, but Foundational Program catered to clients with less than $250,000 uses subscription fees instead of AUM fees $250,000+: Up to 2.00% for Wrap Fee Program (includes advisory fees, platform fee, and transaction fees)
$400/hour for one-time modular financial planning services.
Foundational Financial Planning subscription fees range from $500 to $2,500 annually.
Account minimum: $100,000 (waivable at firm's discretion) Fee-only: Financial planning fees ranging from $600 to $25,000 depending on service type; hourly rate $400/hour for modular plans.
Creekmur Wealth Advisors
2022 - Present (4 years)
JP Morgan Chase
2021 - 2022 (1 year)
Cedarville University Campus Experience
2017 - 2021 (4 years)
Christian School at Castle Hills
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Bolton Landing, NY
Merrill
Scott Bouton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management for affluent individuals, families, foundations, and corporate clients, with a focus on estate planning, liability management, lending, separately managed accounts, alternative investments, and active wealth management. Scott emphasizes a comprehensive and disciplined approach to wealth management that begins with understanding clients’ financial situations and priorities, enabling him to create customized strategies tailored to evolving needs and market conditions. Scott’s expertise includes family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income planning. He also serves specialized client segments such as women, sports, and entertainment professionals. Holding a Bachelor’s degree in Economics from Syracuse University and a Master’s degree from the University of Phoenix, Scott maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional role, Scott has been involved in community service as a former board member of a nonprofit women’s shelter. His personal interests include boating, fishing, golfing, hiking, music, reading, running, skiing, surfing, and spending time with his family.
Series 63
Schroon Lake, NY
Silver Oak Securities, Incorporated
Series 66
Schroon Lake, NY
Silver Oak Securities, Incorporated
Series 63, Series 66
Bolton Landing, NY
Raymond James Financial
Series 63, Series 65
Schroon Lake, NY
LPL Financial
Series 66
Brant Lake, NY
RBC Capital Markets
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