Scott Tobe, financial advisor Pittsburgh PA

Scott Tobe

CRD Number: 4264479
Current Firm: Kestra Advisory Services, LLC

Scott Tobe (CRD# 4264479) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Pittsburgh, PA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Signature Select Wealth, LLC Pittsburgh, PA Dec 2019 - Current 1
Kestra Investment Services, Inc. Austin, TX Apr 2016 - Current 4
Kestra Advisory Services, LLC Austin, TX Apr 2016 - Current 4
Signature Financial Planning Pittsburgh, PA Nov 2002 - Current 18
Nfp Advisor Services, LLC Pittsburgh, PA Mar 2009 - Sep 2016 7
Nfp Securities, Inc. Austin, TX Aug 2005 - Apr 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination Oct 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott E. Tobe
Phone Number: 8445537872
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    29,037
    MILLIONS
  • Total Number of Accounts
    97,846
    ACCOUNTS
  • Average Account Value
    $296,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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, WY

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