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Letitia Breckenridge Scalise

Torray Investment Partners LLC

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About Letitia Breckenridge Scalise

Letitia Scalise is an investment advisor representative with Torray Investment Partners LLC. Letitia has been in the financial services industry since 2010. She is a Series 7 and Series 65 licensed professional. Letitia's prior experience includes roles at UBS Financial Services Inc. and Quasar Distributors, LLC. Letitia specializes in portfolio management for individuals, businesses, and investment companies.

Firm Information

Letitia Scalise is currently registered with Torray Investment Partners LLC. Torray Investment Partners LLC is an investment advisor headquartered in Bethesda, MD. The firm primarily provides portfolio management services for individuals, businesses, and investment companies, managing approximately $657.2 million in assets. They specialize in customized investment strategies tailored to individual client needs and have a strong track record of delivering exceptional results.
Torray Investment Partners LLC

7501 WISCONSIN AVENUE

BETHESDA, MD 20814-6523

$657.26M

Assets Under Management

4

Total Clients

5

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Letitia Scalise’s Registration & Firm History

MD

07/13/2021 - Present

Torray Investment Partners LLC (BETHESDA MD)

MA

06/07/2010 - 07/02/2010

UBS FINANCIAL SERVICES INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 07/13/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Letitia Breckenridge Scalise.
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