Scott Michael (CRD# 1976603) is an Investment Advisor Representative working at Savant Wealth Management in York, PA and has over 34 years of experience in the finance industry. Scott Michael has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Savant Wealth Management | Rockford, IL | May 2023 - Current | < 1 |
| Domani Wealth, Llc (formerly Pbwm Holdings) | York, PA | Sep 2017 - May 2023 | 5 |
| Pbwm Holdings | York, PA | Jan 2015 - Sep 2017 | 2 |
| Parentebeard Wealth Management LLC | York, PA | Oct 2009 - Jan 2015 | 5 |
| Parentebeard LLC | York, PA | Oct 2009 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- PA
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Total Assets Under Management24,398MILLIONS
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Total Number of Accounts16,294ACCOUNTS
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Average Account Value$1,497,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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