Financial ADVSR advisor directory · SEC adviser records
Scotia Partners, LLC financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Scotia Partners, LLC office in Pennsylvania, by city and A to Z.
The short answer
4 registered advisors work at Scotia Partners, LLC in Pennsylvania, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Spring City (4). 1 list the CFP designation and 0 are also registered broker representatives.
Scotia Partners, LLC advisors by city in Pennsylvania
Every firm in Pennsylvania →Scotia Partners, LLC advisors in Pennsylvania, A to Z
Search by name →- Kathryn D. EstesSpring City
- Tara A. FreySpring City
- Clifford J. MontgomerySpring City · Certified Financial Planner, Chartered Financial Analyst
- Paul J. MontgomerySpring City
Scotia Partners, LLC advisors in every state →Scotia Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Scotia Partners, LLC financial advisors are in Pennsylvania?
4 investment adviser representatives are registered at Scotia Partners, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Pennsylvania does Scotia Partners, LLC have the most advisors?
Spring City, with 4. Scotia Partners, LLC has advisors in 1 city in Pennsylvania.
How do I check a Scotia Partners, LLC advisor in Pennsylvania?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Scotia Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.