Scott A Kadish

Current Employers

Employment History

• 07/2012 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newton, MA
• 09/2012 → 10/2021
  Bank Of America, N.A.
  Newton, MA
• 01/2022 → Present
  Vanderbilt Securities, Llc
  Newton Centre, MA
• 01/2022 → Present
  Vanderbilt Advisory Services
  Newton Centre, MA
• 10/2021 → Present
  Robert Hurst Cpa Pc
  Newton, MA

Previous Registrations

• 2012-08-08 → 2021-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newton, MA
  Boston, MA
  Wellesley, MA
  Newton, MA
  West Newton, MA
  Newton, MA
  Newton, MA
  West Newton, MA
  Newton, MA
  Chestnut Hill, MA
  Wellesley, MA
  West Newton, MA
• 2012-06-26 → 2012-08-07
  Lpl Financial Llc
  Newburyport, MA
  Newburyport, MA
  Manchester, ME
  Newburyport, MA

Other Businesses

1) Tax Services. Not investment related. Start date: 01/01/2022. Address: 1320 Centre St 203, Newton MA, 02459. Title: Tax Preparer. Duties: I work up to 25 hours per week for Cheryl Ogrady CPA as well as 40 hours per week during the months of February to April. Time spent during regular hours: 50%. 2) Lifetime Financial Strategies. Not investment related. Start date: 07/01/2023. Address: 1320 Centre St 203, Newton MA, 02459. Title: Licensed Insurance sales. Duties: Refer clients who need various kinds of insurance. Time spent during regular hours: 10%. 3) Jewish Climate Action Network of MA. Not investment related. Start date: 01/01/2024. Address: 9 Grant St Apt 3, Newton MA, 02465. Title: Board Member. Duties: I am a board member of the of the Jewish Climate Action network of Massachusetts (JCAN). The mission of the group is to sound out an urgent and visionary Jewish voice on the crisis of climate change, build relationships with environmental and justice leaders in Jewish and other communal organizations, inspire and mobilize Jewish communities to take leadership and participate in bold climate campaigns, and develop and provide informational resources to allies working on climate change action. As part of my board member responsibilities, I attend monthly board meetings and may create or virtually present educational content that is core to JCANs mission. Time spent during regular hours: 0%. 4) Federation of Jewish Men's Clubs. Not investment related. Start date: 01/01/2024. Address: 1321 Worcester Rd Apt 406, Framingham MA, 01701. Title: National Chairpersion - Shomrei Ha'aretz affinity group. Duties: I help to coordinate, moderate and present online programming to promote green living for congregation members at synagogues thorough North America. Time spent during regular hours: 0%.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-06
• S63 Uniform Securities Agent State Law Examination
  2006-06-05

Designations