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Director of Research and Portfolio Management · The Fiduciary Group

Scott B. McGhie

CRD 5300958 · Named on Form ADV at one SEC-registered adviser

At a glance

The Fiduciary Group, an SEC-registered wealth manager based in Savannah, GA with $2.0 billion in regulatory assets, lists Scott B. McGhie on its Form ADV as Director of Research and Portfolio Management, a control person.

Firms and roles

  • The Fiduciary GroupDirector of Research and Portfolio ManagementWealth manager · Savannah, GA · $2.0B in regulatory assets

AtlasMembers

Scott’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.