Richard
Scotti
Stewart Capital Advisors, LLC
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About this Advisor
Richard Scotti is a financial advisor working out of Indiana, Pennsylvania. Scotti is an advisor for Stewart Capital Advisors, LLC. Throughout their career, Scotti has worked at Stewart Capital, Pnc Bank, Alesco Advisors, Hefren Tillotson, S & T Bank, Ameriprise Financial Services, LLC and Stewart Capital Advisors. Scotti maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Stewart Capital Advisors, LLC is a business based in Indiana, PA. It controls $1 billion in assets under management among its 1,136 customer accounts, making it one of the larger firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 1,136 client accounts, 24% belong to high-net-worth clients who have more than $1 million in assets. Stewart Capital Advisors, LLC performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on the financial services provided. However, fee types billed by Stewart Capital Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stewart Capital Advisors, LLC Brokerage Details
$1,244,824,760
11
1,136
$1,095,796
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Richard Scotti Work History
Richard has been registered as a financial advisor for 0 years.*
Stewart Capital Advisors
Ameriprise Financial Services, LLC
S & T Bank
Hefren Tillotson
Pnc Bank
Alesco Advisors
Stewart Capital
*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.
Disclosures
Please visit the SEC profile of Richard Scotti 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 Stewart Capital Advisors, LLC
Indiana, PA
Indiana, PA
Indiana, PA
Indiana, PA
Indiana, PA
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