Alexandra Marie Scott

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2020 → 07/2022
  Ubs Financial Services, Inc
  Mill Valley, CA
• 06/2019 → 03/2020
  Brio Financial Group
  San Francisco, CA
• 06/2018 → 08/2018
  The Redwoods, Reitrement Home For Seniors
  Mill Valley, CA
• 04/2018 → 06/2018
  Foresters Financial
  Beaverton, OR
• 06/2017 → 08/2017
  Global Education Oregon
  Siena
• 09/2015 → 06/2019
  College Education
  Eugene, OR
• 07/2022 → 02/2024
  Empirical Wealth Management
  San Francisco, CA
• 02/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2023-05-17 → 2024-02-28
  Empirical Wealth Management
  San Francisco, CA
  Seattle, WA
• 2020-08-21 → 2022-07-11
  Ubs Financial Services Inc.
  Mill Valley, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-08-21

Designations

• Certified Financial Planner