Scotia Partners, LLC

Scotia Partners, LLC (CRD# 140568) is a financial advisory firm headquartered in , . They manage $73,434,683 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://dev.scotiapartners.com
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $18,358,671
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
The map below shows states where this firm has explicit registration only.

PA

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

Paul Montgomery (CRD# 2020148) is an Investment Advisor Representative working at Scotia Partners, LLC in Spring City, PA and has over 34 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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