Adviser and broker representative · Invesco Managed Accounts, LLC
Scott M. Waxenbaum
CRD 6630772 · New York, NY
At a glance
Scott M. Waxenbaum is an investment adviser representative with Invesco Managed Accounts, LLC in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Scott’s SEC record dates to 2024, about 2 years ago. Scott is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Invesco Managed Accounts, LLCSince September 2026New York, NY · $31B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Scott’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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