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Scott Robert Monger

Faithward Advisors, LLC

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About Scott Robert Monger

Scott Robert Monger is a registered representative and investment advisor representative with Faithward Advisors, LLC based in Lancaster, PA. Scott has been in the financial services industry since 1988 and has experience with PRUCO SECURITIES, LLC. and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Scott has a Series 63, Series 6, and Series 65 license. Scott works with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and businesses. Faithward Advisors, LLC provides financial planning, consulting services, and portfolio management services. The firm is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

Firm Information

Scott Monger is currently registered with Faithward Advisors, LLC. Faithward Advisors, LLC is an investment advisor based in Lancaster, PA, with approximately $740.96 million in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They serve a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Faithward Advisors, LLC

275 HESS BOULEVARD

LANCASTER, PA 17601

$740.96M

Assets Under Management

10

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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consulting services

Consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Percentage of net worth/third party advisory fees

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Scott Monger’s Registration & Firm History

PA

12/06/2011 - Present

Faithward Advisors, LLC (LANCASTER PA)

PA

04/13/1988 - 11/30/2011

PRUCO SECURITIES, LLC. (LANCASTER PA)

NJ

04/13/1988 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 04/09/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Robert Monger.
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