SM
Scott Marshall Shagrin
CRD 1162316
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Beverly Hills Private Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Beverly Hills Private Wealth, Llc
Trustee · GP / trustee / elected manager · Dec 2024
-
Beverly Hills Private Wealth, Llc
Managing Director · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗