Scott
Dye

Lpl Financial LLC

CRD#2761951
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Scott Dye is a certified financial planner and chartered financial analyst operating in Pittsburgh, Pennsylvania with 2 years of industry experience. Dye is an employee of Lpl Financial LLC. Dye has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Sed Properties LLC, Ivy Funds Distributor Inc, Bok Financial Securities Inc, Bokf, Na, Waddell & Reed Inc, Jamie Danna, Various Insurance Carriers For W & R Insurance Agencies, Cavanal Hill Investment Management Inc, Lpl Financial LLC, Michael Sullivan, Cavanal Hill Distributors Inc and Gregory Furer. Dye holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Ohio, Pennsylvania and Texas. Lpl Financial LLC is a business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It oversees $368 billion in assets under management among its 1,688,501 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have more than $1 million in assets. Lpl Financial LLC performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely are based on the type of services offered. Fee types charged by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2008 Kinvara Dr
Pittsburgh, PA 15237

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

PA Average: $646,059,043
Total Number of Employees

31,366

PA Average: 13
Total Number of Accounts

1,688,501

PA Average: 661
Average Account Size

$217,956

PA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Scott Dye Work History

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

2021 - Present (3 years)

Lpl Financial LLC

2021 - 2021 (< 1 year)

Waddell & Reed Inc

2021 - 2021 (< 1 year)

Jamie Danna

2021 - 2021 (< 1 year)

Various Insurance Carriers For W & R Insurance Agencies

2021 - 2021 (< 1 year)

Waddell & Reed, Inc

2021 - 2021 (< 1 year)

Various Insurance Carriers For W&R Insurance Agencies

2021 - 2021 (< 1 year)

Michael Sullivan

2021 - 2021 (< 1 year)

Gregory Furer

2017 - 2021 (4 years)

Cavanal Hill Distributors Inc

2016 - 2016 (< 1 year)

Bok Financial Securities Inc

2016 - 2016 (< 1 year)

Bokf, Na

2016 - 2021 (5 years)

Cavanal Hill Investment Management Inc

2016 - 2021 (5 years)

Cavanal Hill Investment Management Inc

2012 - 2016 (4 years)

Ivy Funds Distributor Inc

2008 - 2021 (13 years)

Sed Properties LLC

2005 - 2016 (11 years)

Sed Properties LLC

1996 - 2016 (20 years)

Waddell & Reed, Inc

1995 - 2016 (21 years)

Various Insurance Carriers For W&R Insurance Agencies

*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 Scott Dye 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Grzegorz Szymczak
Hinsdale, IL
Timothy Meyers
Wenatchee, WA
Michelle Paris
Croydon, NH
William Feudale
Hazleton, PA
Philip Matherly
Fort Mill, SC
John Neuenswander
Salt Lake City, UT
Scott Stambaugh
Chico, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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