SG
SG

Scott Grebenstein

38 Years of Experience
Laurel, MD

Scott Grebenstein is a registered investment advisor at Foresight Financial Services, LLC, based in Laurel, MD, with 38 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 14 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$11.0M
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Location

131 Linden Ridge Road, Laurel, MD, 20724

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott owns The Lumber Company Sportscards, LLC, which sells sports memorabilia online since January 2020. Scott dedicates a few hours per week to this business outside of typical business hours.

Employment History
Current Registrations
Foresight Financial Services, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Mclaughlin Ryder Investments, INC.
June 2016 - February 2021 · 4 yrs 8 mos
Mclaughlin Ryder Investments, INC.Broker
November 2010 - February 2021 · 10 yrs 3 mos
Coburn & Meredith, INC.Broker
August 2010 - November 2010 · 3 mos
Coburn & Meredith, INC.
August 2010 - November 2010 · 3 mos
M&t Securities, INC.
August 2008 - February 2010 · 1 yr 6 mos
M&t Securities, INC.Broker
August 2008 - February 2010 · 1 yr 6 mos
PNC InvestmentsBroker
September 2007 - August 2008 · 11 mos
PNC Investments
September 2007 - August 2008 · 11 mos
Mercantile Brokerage Services, INC.
March 2004 - September 2007 · 3 yrs 6 mos
Mercantile Brokerage Services, INC.Broker
December 2003 - September 2007 · 3 yrs 9 mos
Ameritas Investment CORP.Broker
October 2003 - December 2003 · 2 mos
The Advisors Group, INC.Broker
March 1995 - October 2003 · 8 yrs 7 mos
Ferris, Baker Watts IncorporatedBroker
July 1986 - August 1994 · 8 yrs 1 mo
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.