Scotts Bay Investment Advisors

Scotts Bay Investment Advisors (CRD# 149402) is a financial advisory firm headquartered in Broken Arrow, OK. They manage $1,400,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Scotts Bay Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
Charles P. McDonald
CRD#: 2663246
Broken Arrow, OK

Charles McDonald (CRD# 2663246) is an Investment Advisor Representative working at Scotts Bay Investment Advisors in Broken Arrow, OK and has over 20 years of experience in the finance industry.

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