Adviser and broker representative · Great Valley Advisor Group, LLC
Scott D. Bantz
CRD 5999266 · Woodbury, MN
At a glance
Scott D. Bantz is an investment adviser representative with Great Valley Advisor Group, LLC in Woodbury, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Scott’s SEC record dates to 2014, about 12 years ago. Scott is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Great Valley Advisor Group, LLCSince January 2023Woodbury, MN · $11B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Chartered Financial Consultant
- 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
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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.