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Managing Director · Beverly Hills Private Wealth, LLC

Scott M. Shagrin

CRD 1162316 · Named on Form ADV at one SEC-registered adviser

At a glance

Beverly Hills Private Wealth, LLC, an SEC-registered wealth manager based in Beverly Hills, CA with $912 million in regulatory assets, lists Scott M. Shagrin on its Form ADV as Managing Director, a control person.

Firms and roles

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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.