Scott Worley (CRD# 6593175) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has over 7 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Castle Wealth Management | West Palm Beach, FL | Oct 2015 - Current | 8 |
| Northstar Bldg Management | Atlantis, FL | Jun 1999 - Current | 24 |
| Northstar Homes Realty | Atlantis, FL | Jun 1999 - Current | 24 |
| Eco Water Technolgies Corp | Delray Beach, FL | Oct 2017 - Jun 2020 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- FL
-
Total Assets Under Management350MILLIONS
-
Total Number of Accounts722ACCOUNTS
-
Average Account Value$484,865
- 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)
- Other
CA, CT, FL, GA, NC, NY, OH, PA, TX
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