Scott J Drown
Advisor at Regency Wealth Management — Ramsey, NJ
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.
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.
Credentials
Series 65, Series 66
Experience Industry experience
18 years
Location
Ramsey, NJ 07446
Regency Wealth Management
Team
Total advisors
7Clients per advisor
41 LowAvg AUM per client
$2,043,480 HighHNW client ratio
64% Very HighScott Drown is a financial advisor at Regency Wealth Management with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Beacon Pointe Advisors and Heller Wealth Advisors. Regency Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and charitable organizations, typically with investible assets above $1 million. The firm creates individualized investment policy statements, combining fundamental and technical analysis to manage portfolios primarily on a discretionary basis, and offers financial planning and retirement plan consulting.
Based on Regency Wealth Management
$0 - $2,500,000: 1.10% annually $2,500,000 - $5,000,000: 0.75% annually $5,000,000+: 0.35% annually
Account minimum: $1,000,000 Minimum fee: $11,000 minimum annual fee for Wealth Management and Investment Advisory clients Fee-only: Fee-only firm; no transaction-based compensation accepted
Ramsey, NJ
500 North Franklin Turnpike, Suite 212
Ramsey NJ 07446
Advisors at this office
7
New Jersey
18 years of industry experience
Bleakley Financial Group
2024 - Present • 2 years
Fairfield, NJ
Beacon Pointe Advisors
2023 - 2024 • 1 year
Newport Beach, CA
Bleakley Financial Group, LLC
2022 - 2023 • 1 year
Fairfield, NJ
Beacon Pointe Advisors, LLC
2021 - 2022 • 1 year
Summit, NJ
Beacon Pointe Advisors, LLC
2020 - 2021 • 1 year
Summit, NJ
Beacon Pointe Wealth Advisors, LLC
2019 - 2020 • 1 year
Summit, NJ
Beacon Pointe Advisors, LLC
2019 - 2020 • 1 year
Summit, NJ
Heller Wealth Advisors
2011 - 2019 • 8 years
Roseland, NJ
Kestra Investment Services, LLc
2005 - 2011 • 6 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Fund sponsor
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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.
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