Scott David Welch

Certuity, LLC

22 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net WorthBusiness Owners

Certuity, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

489 clients

Average Client Portfolio

$6.3M average

Assets Under Management

$3.1B

Fee Structure

Financial Planning:Investment management only

Location

1295 Us Highway One, Third Floor, North Palm Beach, FL, 33408

Get directions

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.

Employment History

Current Registrations

Certuity, LLC

November 2024 - Present · 1 yr 3 mos

Previous Registrations

Foreside Fund Services, LLCBroker

December 2019 - December 2023 · 4 yrs

Dynasty Securities, LLCBroker

September 2017 - September 2019 · 2 yrs

LPL Financial LLCBroker

August 2013 - September 2014 · 1 yr 1 mo

Fortigent, LLC

June 2006 - November 2014 · 8 yrs 5 mos

Lydian Wealth Management Company, LLC

January 2000 - June 2006 · 6 yrs 5 mos

Fortigent Securities Company, LLC.Broker

October 1999 - February 2012 · 12 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.