Scotia Partners, LLC
Scotia Partners, LLC (CRD# 140568) is a financial advisory firm headquartered in , . They manage $18,306,056 in 129 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts129ACCOUNTS
Average Account Value$141,907
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, NY, PA, TX
Paul Montgomery (CRD# 2020148) is an Investment Advisor Representative working at Scotia Partners, LLC in Spring City, PA and has over 26 years of experience in the finance industry.