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Inactive

Scott Douglas Michael

Savant Wealth Management

York, PA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-05-12
  • PA RA
    APPROVED
    Since 2023-05-12

Branch Locations

221 W Philadelphia St Suite 205, York, PA 17401 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pbwm Holdings York PA 01/2015 09/2017
Domani Wealth, Llc (Formerly Pbwm Holdings) York PA 09/2017 05/2023
Savant Wealth Management Rockford IL 05/2023 Present
  • 01/2015 → 09/2017
    Pbwm Holdings
    York, PA
  • 09/2017 → 05/2023
    Domani Wealth, Llc (Formerly Pbwm Holdings)
    York, PA
  • 05/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2015-02-19 → 2023-08-04
    Domani Wealth, Llc
    York, PA
    Lancaster, PA
    York, PA
  • 2010-03-02 → 2015-02-23
    Parentebeard Wealth Management Llc
    York, PA
  • 1996-07-23 → 2010-03-02
    Bmc Financial Advisors
    York, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-06-14
S63 Uniform Securities Agent State Law Examination 1989-08-29
  • S65 Uniform Investment Adviser Law Examination
    1996-06-14
  • S63 Uniform Securities Agent State Law Examination
    1989-08-29
Designations

View on SEC IAPD

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Other Offices

MORGAN STANLEY · York, PA
WELLS FARGO CLEARING SERVICES, LLC · YORK, PA
SAVANT WEALTH MANAGEMENT · York, PA
STONEBRIDGE FINANCIAL GROUP, LLC · York, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · York, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · YORK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · YORK, PA
CETERA INVESTMENT ADVISERS LLC · YORK, PA

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