Best Investors Account Sign in
Inactive

Maya Lee Pocker

Scout Wealth Advisors LLC

Pasadena, CA

CRD 8158927

Claim This Profile
Employer firm

Scout Wealth Advisors LLC CRD 338629

12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Scout Wealth Advisors Llc

16 N Marengo Ave Suite 303, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-21
  • CA RA
    APPROVED
    Since 2025-11-21

Branch Locations

16 N Marengo Ave Suite 303, Pasadena, CA 91101 • 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
Dan Panorama Haifa 06/2016 08/2019
N/A Nesher 08/2019 09/2020
Ministry Of Education, Israel Haifa 09/2020 06/2021
Tzohar Latohar Recesim 09/2020 12/2023
Scout Financial, Inc Pasadena CA 10/2023 Present
  • 06/2016 → 08/2019
    Dan Panorama
    Haifa
  • 08/2019 → 09/2020
    N/A
    Nesher
  • 09/2020 → 06/2021
    Ministry Of Education, Israel
    Haifa
  • 09/2020 → 12/2023
    Tzohar Latohar
    Recesim
  • 10/2023 → Present
    Scout Financial, Inc
    Pasadena, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-31
  • S65 Uniform Investment Adviser Law Examination
    2025-07-31
Other Names
  • Maya Lee Einstein Pocker

View on SEC IAPD

Nearby Firms

CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGY ASSET MANAGERS L.L.C.

Nearby Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez

Nearby Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA

More in Pasadena, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor