Dean Scalise is a CFP-designated registered investment advisor, based in Erie, PA, with 22 years of industry experience.
Location
Erie, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dean is the owner of Scalise Financial Advisors, Inc., an SEC registered investment advisory firm, and provides advisory services to clients. This takes up a full-time commitment, with 40 hours per week dedicated to advisory services and an additional 15 hours per week providing financial services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Previous Registrations
Scalise Financial Advisors INC.
Scalise Financial Advisors INC.
Osaic Wealth, INC.Broker
State Registrations8 states
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.