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Scott & Associates Investment Advisory Services CRD 135506
$63.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
340 Mccormick Street Suite B, St. Helena, CA 94574-1457 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1999-12-06 |
Branch Locations
340 Mccormick Street, Suite B, St. Helena, CA 94574-1457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Associates Investment Advisory Services | St. Helena | CA | 10/2005 | Present |
| Scott & Associates Cpa | St. Helena | CA | 10/2005 | Present |
OWNER OF A CPA FIRM, SCOTT & ASSOCIATES CPA. PROVIDE ACCOUNTING AND TAX PREPARATION SERVICES TO SMALL BUSINESSES AND INDIVIDUALS. DEVOTE APPROXIMATELY 60% OF TIME DURING TRADING HOURS TO THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-30 |
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