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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $141,907
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, NY, PA, TX

Financial Advisors at Scotia Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul J. Montgomery
CRD#: 2020148
Spring City, PA
93
Wealthminder
score

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.

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