Scott Cross is a CFA-designated registered investment advisor, based in Erie, PA, with 27 years of industry experience.
2725 Colonial Ave, Erie, PA, 16506
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Scott is an Investment Advisor Representative and Chief Operating Officer at HBK Sorce Advisory, dedicating full-time hours to this role. He also has ownership or membership roles in various real estate and holding companies, as well as providing back office services to other RIAs, but these activities require minimal to no time commitment.
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.