Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott David Puritz is an investment advisor representative associated with Rebalance LLC. Scott Puritz is registered in Maryland and has been working in the industry since January 2012. Scott Puritz has passed the Series 65 exam. Rebalance LLC is a registered investment advisor with offices in Palo Alto, California, Bethesda, Maryland, and Chevy Chase, Maryland. Rebalance LLC has a total of $1,312,746,202 in regulatory assets under management. Rebalance LLC provides financial planning and portfolio management services to individuals, charitable organizations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
12/23/2023 - Present
Rebalance LLC (PALO ALTO CA)
IA
Issued 09/02/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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