SI
SI

Scott Iles

26 Years of Experience
Wethersfield, CT
BrokerSells Insurance

Scott Iles is a registered investment advisor, based in Wethersfield, CT, with 26 years of industry experience.

Location

100 Great Meadow Road, Suite 701, Wethersfield, CT, 06109

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business ActivitiesSells Insurance

Scott spends about a quarter of his time reviewing and advising clients on portfolio allocation through Kelly Financial Group, LLC. He also sells fixed and traditional insurance products and is a member of Financial Freedom Centers, LLC, a commercial real estate partnership, dedicating minimal time to each.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2022 - Present · 4 yrs
Hammond Iles Wealth Advisors
July 2005 - Present · 20 yrs 10 mos
Previous Registrations
Ceros Financial Services, INC.Broker
March 2016 - April 2022 · 6 yrs 1 mo
Kelly Financial Group
January 2005 - September 2005 · 8 mos
Securities Service Network, INC.Broker
October 2001 - March 2016 · 14 yrs 5 mos
Webster Investment Services, INC.Broker
July 1999 - February 2001 · 1 yr 7 mos
Liberty Securities CorporationBroker
February 1999 - July 1999 · 5 mos
State Registrations23 states
ARAZCACTFLGAMAMDMEMONCNHNJNYOHPARISCSDTNTXVAVT
AdvisorBrokerBoth

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.
Scott Iles - Financial Advisor | TrueAdvisor