Scott Josef Staley

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Lpl Financial Llc
  Queen Creek, AZ
• 06/2014 → Present
  Iht Wealth Management Llc
  Queen Creek, AZ
• 06/2014 → Present
  Lpl Insurance Associates
  Chicago, IL

Previous Registrations

• 2009-10-23 → 2014-06-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Skokie, IL
  Skokie, IL
  Chicago, IL
  Chicago, IL
• 2008-10-24 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Skokie, IL
  Skokie, IL
  Skokie, IL
• 2003-11-24 → 2008-10-24
  Lasalle Financial Services, Inc.
  Skokie, IL
  Skokie, IL
  Chicago, IL
  Lake In The Hills, IL
  Skokie, IL
  Skokie, IL
  Schaumburg, IL
  Skokie, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1. 7/7/2014: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - IHT WEALTH MANAGEMENT - CHICAGO, IL. 2. 7/22/2014: REGISTERED INVESTMENT ADVISOR HYBRID - IHT WEALTH MANAGEMENT LLC - TIME SPENT 90% - CHICAGO, IL.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-21