Torray Investment Partners LLC

Investment Advisor
in Bethesda, MD

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About this Advisor

Letitia Scalise is a financial advisor operating out of Bethesda, Maryland with a total of 2 years of industry experience. Scalise is on the advisory team at Torray Investment Partners LLC. Their career trajectory has included roles at High Vista Strategies LLC and Torray LLC. Scalise maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Maryland. Torray Investment Partners LLC is a registered investment company that has its headquarters in Bethesda, MD. The firm has a total of 11 people on staff. It handles $581 million in assets under management across its 393 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 393 accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in assets. Torray Investment Partners LLC offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial management usually vary depending on the type of services offered. Fees charged by Torray Investment Partners LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

7501 Wisconsin Avenue Suite 750W
Bethesda, MD 20814-6523

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Torray Investment Partners LLC Brokerage Details

Total Assets Under Management


MD Average: $6,889,882,315
Total Number of Employees


MD Average: 45
Total Number of Accounts


MD Average: 765
Average Account Size


MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Letitia Scalise Work History

Letitia has been registered as a financial advisor for 2 years.*

2014 - Present (10 years)

Torray LLC

2012 - 2014 (2 years)

High Vista Strategies LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Letitia Scalise to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Torray Investment Partners LLC

Letitia Scalise
Bethesda, MD
Shawn Hendon
Bethesda, MD
Jeffrey Lent
Naples, FL
Suzanne Kellogg
Bethesda, MD
Brian Zaczynski
Bethesda, MD
James Bailey
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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