Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lippa is a financial advisor who has been in the industry for over 10 years. He is registered with the state of New York and Texas. Scott is currently employed with Wellth Advisory Services, LLC. Prior to this role, Scott was with CAMBRIDGE INVESTMENT RESEARCH, INC. and CADARET, GRANT & CO., INC.. Scott holds the Series 66, Series 7 and SIE licenses. Scott specializes in working with charitable organizations, pension and profit-sharing plans and corporations or other businesses.
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.
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.
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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2
NY
06/28/2024 - Present
Wellth Advisory Services, LLC (Rochester NY)
NY
03/21/2014 - 04/18/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Rochester NY)
NY
01/11/2012 - 12/31/2013
CADARET, GRANT & CO., INC. (PITTSFORD NY)
NY
11/23/2009 - 01/11/2012
WALL STREET FINANCIAL GROUP, INC. (ROCHESTER NY)
BOTH
Issued 12/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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