Advisor at Equitable Advisors
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
Equitable Advisors
Location
Malta, NY 12020
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
39 years
Flat fees are charged for some financial planning services, including seminars and corporate planning, but specific amounts are not detailed
$0 - $10,000: Not explicitly stated in provided text $10,000 - $2,000,000: Varies by TAMP and program, specific tiers not detailed in excerpt $50,000+: Specific to Signature Investment Advisors’ program
Commission received when clients purchase investments or insurance products through the broker-dealer or insurance agent affiliates
Hourly charges reported in SEC Form ADV Part 1 but specific rates not provided in brochure excerpt
Account minimum: Varies by program, generally ranging from $10,000 to $2 million for TAMP programs; $50,000 minimum for Signature Investment Advisors, LLC program; some programs have no stated minimum Fee-only: Fee-based financial planning programs and asset management services with fees based on assets under management or negotiated fees for planning
Equitable Advisors, LLC
1999 - Present (27 years)
AXA Advisors, LLC
1999 - 2020 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Glens Falls, NY
Edward Jones
Series 66
Warrensburg, NY
Edward Jones
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.
CFP®, Series 66
Queensbury, NY
Edward Jones
CFP®, ChFC®, Series 66
Queensbury, NY
Edward Jones
CFP®, Series 63, Series 66
Glens Falls, NY
Sloan Advisory Group, Inc.
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