Financial ADVSR advisor directory · SEC adviser records
Scotia Partners, LLC financial advisors in Spring City, PA
Every SEC-registered investment adviser representative at a Scotia Partners, LLC office in Spring City, A to Z.
The short answer
4 registered advisors work at Scotia Partners, LLC in Spring City, out of 4 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Scotia Partners, LLC advisors in Spring City, A to Z
Every Scotia Partners, LLC advisor →- Kathryn D. EstesInvestment adviser rep
- Tara A. FreyInvestment adviser rep
- Clifford J. MontgomeryCertified Financial Planner, Chartered Financial Analyst
- Paul J. MontgomeryInvestment adviser rep
Scotia Partners, LLC advisors in every city and state →Scotia Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Spring City
All Spring City advisors →Questions
How many financial advisors does Scotia Partners, LLC have in Spring City?
4 investment adviser representatives are registered at Scotia Partners, LLC offices in Spring City, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Scotia Partners, LLC one of the largest advisor employers in Spring City?
Scotia Partners, LLC ranks number 1 in Spring City by registered advisors, ahead of Strategic Advisers LLC (3).
How do I check a Scotia Partners, LLC advisor in Spring City?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.