Prelude Financial (CRD# 282158) is a financial advisory firm headquartered in Wadsworth, OH. They manage $5,375,521 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$127,989
- 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
Scott Haley (CRD# 5919854) is an Investment Advisor Representative working at Prelude Financial in Wadsworth, OH and has over 6 years of experience in the finance industry. Scott Haley 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.