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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Scuteri is an Investment Advisor Representative with Pathstone. John has been working in the financial industry since 1989. John is registered to provide investment advice in Pennsylvania. John specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
10/04/2023 - Present
Pathstone (NEWTOWN SQUARE PA)
CT
07/12/2004 - 04/21/2005
UST SECURITIES CORP. (STAMFORD CT)
NY
08/09/2001 - 12/15/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/25/1989 - 01/26/1996
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 12/11/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1990
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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