Scott Matthew Reisfeld

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 10/2019
  Self
  Woodstock, NY
• 08/2011 → Present
  Self
  Great Barrington, MA
• 01/2011 → Present
  Self
  Woodstock/ Great Barrington, NY
• 09/2020 → Present
  Raymond James Financial Services, Inc
  Red Hook, NY
• 03/2021 → Present
  Raymond James Financial Services Advisors, Inc
  Red Hook, NY

Other Businesses

(1)Name of Business: Address: 250 Maple Ave, Great Barrington, MA, 01230, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I buy/sell used books and vinyl records online (eBay and Amazon). I've been doing this for a number of years and, while I don't do very much of it now, I still make about 1-2 sales per week.\n\nResponsibilities include:\n* packing/shipping items and taking to post office\n* customer service (2)Name of Business: Berkshire Wealth Group Address: 250 Maple Ave, Great Barrington, MA, 01230, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Myself Address: 250 Maple Ave, Great Barrington, MA, 01230, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We have two properties that we rent out. One is on Airbnb and on is on Tentrr. The Airbnb property is a yurt about and hour away from our house. The Tentrr property is a glamping tent that is on our home property. My responsibilities include:\n\n* cleaning / maintenance of the property\n* pricing\n* interaction w/ guests via email and in person

Exams

• S66 Uniform Combined State Law Examination
  2021-03-17

Other Names

• Scott Reisfeld