Scott
Dye

Lpl Financial LLC

CRD#2761951
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Scott Dye is a financial advisor based in Pittsburgh, Pennsylvania, working with Lpl Financial LLC. Scott has previously held positions 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, Jamie Danna, Michael Sullivan, Various Insurance Carriers For W & R Insurance Agencies, Lpl Financial LLC, Cavanal Hill Investment Management Inc, Cavanal Hill Distributors Inc, Waddell & Reed Inc, and Gregory Furer. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio, Pennsylvania, and Texas. Currently, Scott is part of Lpl Financial LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

$463,475,486,343

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

35,841

PA Average: 13
Total Number of Accounts

1,910,545

PA Average: 661
Average Account Size

$242,588

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

2021 - Present (3 years)

Lpl Financial LLC

2021 - 2021 (< 1 year)

Jamie Danna

2021 - 2021 (< 1 year)

Michael Sullivan

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)

Waddell & Reed Inc

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

Created with Highcharts 6.0.7

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
Ronald Cornelison
Corvallis, OR
Meghan Clancy
Hollywood, FL
Nicole Wilson
Glen Arm, MD
Nicholas Geric
Winter Haven, FL
Christopher Claude
Altamonte Springs, FL
David Wiley
La Jolla, CA
Kedishia Grant
Fort Mill, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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