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Seth Bittner

Ethos Financial Group, LLC

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About Seth Bittner

Seth Bittner is a financial advisor at Ethos Financial Group, LLC, a firm located in King of Prussia, Pennsylvania. Seth has been working in the financial industry since March 20, 2006, and holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Seth provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Seth Bittner is currently registered with Ethos Financial Group, LLC. Ethos Financial Group, LLC is an investment advisor headquartered in KING OF PRUSSIA, PA. The firm manages approximately $913,934,805 in client assets, with a focus on providing financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals, businesses, and charitable organizations. The firm has 20 investment advisor representatives and 12 licensed agents.
Ethos Financial Group, LLC

2200 RENAISSANCE BLVD

KING OF PRUSSIA, PA 19406

$913.93M

Assets Under Management

Not reported

Total Clients

21

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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Seth Bittner’s Registration & Firm History

PA

09/07/2023 - Present

Ethos Financial Group, LLC (KING OF PRUSSIA PA)

GA

12/07/2017 - 11/02/2020

MERCAP SECURITIES, LLC (ATLANTA GA)

PA

05/12/2010 - 11/10/2017

HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)

PA

09/01/2009 - 04/16/2010

METLIFE SECURITIES INC. (LANSDALE PA)

PA

03/05/2007 - 09/01/2009

HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)

PA

02/23/2006 - 03/09/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 05/18/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2008

Series 7 - General Securities Representative Examination

BC

Issued 02/22/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Seth Bittner.
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