Prelude Financial

Prelude Financial (CRD# 282158) is a financial advisory firm headquartered in Wadsworth, OH. They manage $25,579,704 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
137 College St, Wadsworth, OH 44281
https://www.facebook.com/preludefinancial
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $250,781
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Prelude Financial
Showing 1 - 1 of 1 top financial advisors.
1
Scott Haley, financial advisor Wadsworth OH
Scott S. Haley
CRD#: 5919854
137 College St, Wadsworth, OH 44281

Scott Haley (CRD# 5919854) is an Investment Advisor Representative working at Prelude Financial in Wadsworth, OH and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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