LPL Financial
40yrs
Top advisor by experience in Sharon
23yrs
Scott Levinson has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Sharon, Massachusetts. After seven years at Fidelity Personal and Workplace Advisors and a year at A. G. Edwards & Sons, Scott joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 15 advisors with offices in Sharon, and one of 15 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 9% by experience at Strategic Advisers
OfficeSharon, MA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2006 – 2018Strategic Advisers LLCPreviously
- Jul 2004 – Oct 2005A. G. Edwards & Sons, Inc.Previously
- Sep 2003 – Jun 2004Legacy Advisory Services, Inc.Previously
Contact Scott
(617) 563-7000Firm headquarters in Boston, MA. Ask for Scott. Sharon, MAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Scott
Tailored to Scott’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Strategic Advisers at (617) 563-7000 and ask for Scott Levinson. Scott works from the Sharon, MA office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2003, about 23 years. Top 9% by experience at Strategic Advisers.
What licenses does Scott hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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