Unclaimed Profile

Kathleen Valaire Scott

CHERRY HILLS INVESTMENT ADVISORS, INC.·GREENWOOD VILLAGE, Colorado

Series 7, Series 24, Series 63, Series 66Clean record24 years registeredCHERRY HILLS INVESTMENT ADVISORS, INC.

8400 E. PRENTICE AVE., GREENWOOD VILLAGE, CO 80111CRD# 732499Firm CRD# 171882

Profile Verification

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

Identity

Kathleen Valaire Scott · GREENWOOD VILLAGE, CO

Registration

CRD #732499 · CHERRY HILLS INVESTMENT ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHERRY HILLS INVESTMENT ADVISORS, INC.

CHERRY HILLS INVESTMENT ADVISORS, INC.

Sep 2014 – Feb 2017

GREENWOOD VILLAGE, CO

CHERRY HILLS INVESTMENT ADVISORS, LLC

Dec 2005 – Jul 2014

GREENWOOD VILLAGE, CO

SECURIAN FINANCIAL SERVICES, INC.

Jan 2002 – Dec 2005

ENGLEWOOD, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 4, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHERRY HILLS INVESTMENT ADVISORS, INC.

CRD 171882 · SEC 801-79961

AUM

$193M

Regulatory assets under management

Employees

924 client accounts

Services offered by CHERRY HILLS INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHERRY HILLS INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Kathleen Valaire Scott offer?

Kathleen Valaire Scott specializes in Financial Planning, Investment Management.

What are Kathleen Valaire Scott's credentials?

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

Where is Kathleen Valaire Scott located?

Kathleen Valaire Scott is based in GREENWOOD VILLAGE, Colorado, last registered with CHERRY HILLS INVESTMENT ADVISORS, INC..

How does Kathleen Valaire Scott charge for services?

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

How large is CHERRY HILLS INVESTMENT ADVISORS, INC.?

CHERRY HILLS INVESTMENT ADVISORS, INC. has approximately 4 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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