Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
19yrs
Scott Thomas
Financial advisor at Wasatch Advisors
Scott Thomas has worked in the financial industry for 19 years and is a financial advisor based in Salt Lake City, Utah. Scott has been with Wasatch Advisors since 2018. Scott holds the CFA designation.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 70% of advisors in Salt Lake City
Office505 Wakara Way 3rd Floor, Salt Lake City, UT 84108
FirmWasatch Advisors
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$3.38 million
Advisors at the firm41
States licensed ?1 state
Services through Wasatch Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowWasatch Advisors LPCurrent firm
Contact Scott
(801) 533-0777Wasatch Advisors main office 505 Wakara Way 3rd FloorSalt Lake City, UT 84108Office · Get directions Firm websitewww.wasatchglobal.com
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Wasatch Advisors at (801) 533-0777 and ask for Scott Thomas. Scott works from the Salt Lake City, UT office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2007, about 19 years. More experience than 70% of advisors in Salt Lake City.
What licenses does Scott hold?
Series 63. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Scott paid?
Wasatch Advisors reports being paid by a percentage of the assets they manage, a share of investment gains. 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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