Unclaimed Profile

Scott David Puritz

REBALANCE LLC·PALO ALTO, California

Series 65Clean record11 years registeredREBALANCE LLC

420 FLORENCE ST, PALO ALTO, CA 94301CRD# 6179412Firm CRD# 158242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott David Puritz · PALO ALTO, CA

Registration

CRD #6179412 · REBALANCE LLC · 11 years registered

Brand Profile

Not yet started

Career History

REBALANCE LLC

Sep 2014 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 3, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REBALANCE LLC

CRD 158242 · SEC 801-72723

AUM

$1.3B

Regulatory assets under management

Employees

1,609 client accounts

Services offered by REBALANCE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at REBALANCE LLC →

Introduction

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALO ALTO?

Browse all registered financial advisors in PALO ALTO, California or claim this profile if it's yours.

Browse PALO ALTO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Scott David Puritz offer?

Scott David Puritz specializes in Financial Planning, Investment Management. Contact their office in PALO ALTO, California for a consultation.

What are Scott David Puritz's credentials?

Scott David Puritz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott David Puritz located?

Scott David Puritz is based in PALO ALTO, California, working with REBALANCE LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Scott David Puritz charge for services?

Scott David Puritz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REBALANCE LLC?

REBALANCE LLC has approximately 21 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →