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Garrett R Scranton

Wealthspire Advisors

Potomac, MD

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-08-16
  • MD RA
    APPROVED
    Since 2022-08-16

Branch Locations

12435 Park Potomac Ave Suite 500, Potomac, MD 20854 • 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
Wealthspire Advisors Potomac MD 06/2022 Present
Sagevest Wealth Management Mclean VA 09/2021 05/2022
Wealthspire Advisors Potomac MD 06/2021 07/2021
Olio Financial Planning Blacksburg VA 10/2020 05/2021
Virginia Tech Blacksburg VA 08/2018 05/2022
Middle School/High School Mount Airy MD 01/2012 06/2018
  • 06/2022 → Present
    Wealthspire Advisors
    Potomac, MD
  • 09/2021 → 05/2022
    Sagevest Wealth Management
    Mclean, VA
  • 06/2021 → 07/2021
    Wealthspire Advisors
    Potomac, MD
  • 10/2020 → 05/2021
    Olio Financial Planning
    Blacksburg, VA
  • 08/2018 → 05/2022
    Virginia Tech
    Blacksburg, VA
  • 01/2012 → 06/2018
    Middle School/High School
    Mount Airy, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-15
  • S65 Uniform Investment Adviser Law Examination
    2022-08-15

View on SEC IAPD

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Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD
CHARLES SCHWAB & CO., INC. · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
EDWARD JONES · POTOMAC, MD
MORGAN STANLEY · POTOMAC, MD
PATHSTONE · Potomac, MD

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