Andrew Thomas Scott

Employer firm

Great Diamond Partners, LLC CRD 299598

$804M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• BUSINESS TRANSITION PLANNING

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

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

Current Employers

Employment History

• 01/2009 → 05/2019
  Ubs Financial Services
  Newtown, PA
• 05/2019 → Present
  Great Diamond Partners, Llc
  Portland, ME
• 12/2019 → 11/2022
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY

Previous Registrations

• 2014-02-11 → 2019-05-20
  Ubs Financial Services Inc.
  Newtown, PA

Other Businesses

1) INDEPENDENT LICENSED INSURANCE AGENT; NON INVESTMENT RELATED; PORTLAND ME; LIFE AND HEALTH

Exams

• S66 Uniform Combined State Law Examination
  2014-02-11

Designations

• Certified Financial Planner

Other Names

• Andrew Scott