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Scott Walden

Pine Valley Investments

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About Scott Walden

Scott Walden is an investment advisor representative at Pine Valley Investments based in Marlton, NJ. Scott has been in the industry since August 2014 and holds Series 7, 63 and 66 licenses. Scott specializes in portfolio management, financial planning and selection of other advisors. Scott has a strong background in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

Firm Information

Scott Walden is currently registered with Pine Valley Investments. Pine Valley Investments is an investment advisor based in Marlton, NJ. The firm manages $1.74 billion in assets for a range of clients, including high-net-worth individuals, charitable organizations, pension plans, and pooled investment vehicles. The firm specializes in providing financial planning, portfolio management, and selection of other advisors. Pine Valley Investments is registered with the SEC.
Pine Valley Investments

10 E. STOW RD.

MARLTON, NJ 08053

$1.74B

Assets Under Management

20

Total Clients

26

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Scott Walden’s Registration & Firm History

NJ

10/10/2023 - Present

Pine Valley Investments (MARLTON NJ)

NJ

08/05/2014 - 07/05/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)

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Licenses & Designations

BOTH

Issued 11/13/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Walden.
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