Scott Wertz, financial advisor Melrose Park IL

Scott Wertz

CRD Number: 2154685
Current Firm: Huntington Financial Advisors

Scott Wertz (CRD# 2154685) is an Investment Advisor Representative working at Huntington Financial Advisors in Melrose Park, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Mount Prospect, IL Feb 2017 - Current 3
Lpl Financial LLC Hillside, IL Sep 2013 - Current 6
Firstmerit Bank, N.a. Hillside, IL Mar 2013 - Current 7
Firstmerit Financial Services Hillside, IL Mar 2013 - Sep 2013 < 1
Cco Investment Services Corp Lombard, IL Mar 2010 - Mar 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Scott A. Wertz
Phone Number: 800.322.4600
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,903
    MILLIONS
  • Total Number of Accounts
    17,513
    ACCOUNTS
  • Average Account Value
    $108,683
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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