Scott Michael, financial advisor York PA
96 score

Scott Michael

CRD Number: 1976603
Current Firm: Parentebeard Wealth Management

Scott Michael (CRD# 1976603) is an Investment Advisor Representative working at Parentebeard Wealth Management in York, PA and has over 27 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.

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Professional Designations
Company Name Location Dates Years
Pbwm Holdings York, PA Jan 2015 - Current 1
Parentebeard Wealth Management LLC York, PA Oct 2009 - Jan 2015 5
Parentebeard LLC York, PA Oct 2009 - Sep 2014 4
Beard Miller Company, LLP York, PA Jan 2001 - Oct 2009 8
Beard Miller Financial Advisors, LLP York, PA Jan 2001 - Oct 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Scott D. Michael
Phone Number: 717-393-9721
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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