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Scott Bondurant

BONDURANT INVESTMENT ADVISORY
Evanston, IL 60201
Some features on this profile are disabled
CRD#: 2013125
SB

Professional summary

Scott Bondurant, who also goes by Eugene Scott Bondurant, is a registered financial advisor currently at BONDURANT INVESTMENT ADVISORY, LLC located in Evanston, Illinois.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Scott has worked at 5 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eugene Scott Bondurant

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Unearthed Land Technologies 08/2014 Investor and Officer ULT is not an investment related business 5-10 hours per week Northwestern University Evanston, IL Since 04/2014 Adjunct Professor Not Investment Related KENILWORTH UNION CHURCH TRUSTEE NOT INVESTMENT RELATED 1 HOUR PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Bondurant's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 20, 2018 - Present

BONDURANT INVESTMENT ADVISORY, LLC

Office #1: 805 Greenwood St Suite #1, Evanston, IL 60201
RIA
CRD#: 297290
Evanston, IL
Past

February 1, 2007 - July 11, 2014

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
CHICAGO, IL
Past

March 11, 1996 - March 10, 2005

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

January 30, 1995 - March 4, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 21, 1989 - December 22, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(7/20/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/15/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/16/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 4/6/1990
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/1989
General Securities Representative Examination

Current Firm

BI
BONDURANT INVESTMENT ADVISORY, LLC
BONDURANT INVESTMENT ADVISORY, LLC | BONDURANT INVESTMENT MANAGEMENT, LLC

CRD#: 297290 / SEC#: 801-134610

Illinois
Registered Investment Advisory firm - (7/20/2018 Approved)
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Contact information

Main Address
805 Greenwood St Suite #1, Evanston, IL 60201
Mailing Address
Phone number
(847) 602-6404
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BONDURANT INVESTMENT ADVISORY ADV PART 2A (9/23/2025)

Regulatory assets under management

Total Number of Accounts151
AUM (Assets Under Management)$ 105,137,566

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BONDURANT INVESTMENT ADVISORY, LLC

CRD#: 297290Evanston, IL 60201

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