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Lance Reid Scott

BAY HARBOR WEALTH MANAGEMENT, LLC·HUNT VALLEY, Maryland
Unclaimed Profile
201 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030CRD# 5608446Firm CRD# 294000
01

About

Lance Reid Scott is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with BAY HARBOR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BAY HARBOR WEALTH MANAGEMENT, LLC
BAY HARBOR WEALTH MANAGEMENT, LLC
AUM
$292M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BAY HARBOR WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5608446
Firm CRD# 294000
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lance Reid Scott offer?
Lance Reid Scott specializes in Financial Planning, Investment Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Lance Reid Scott's credentials?
Lance Reid Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Reid Scott located?
Lance Reid Scott is based in HUNT VALLEY, Maryland, working with BAY HARBOR WEALTH MANAGEMENT, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Lance Reid Scott charge for services?
Lance Reid 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 BAY HARBOR WEALTH MANAGEMENT, LLC?
BAY HARBOR WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUNT VALLEY
Charles B Bender — THE FINANCIAL CONSULATE, INCAlfred James Morrison — ASSET STRATEGY CONSULTANTS LLCDonald Bruce Hebb — ABS CAPITAL PARTNERS, INC.Matthew Sanderson Moore — VERDENCE CAPITAL ADVISORS, LLCGregory Robert Britton — CONNECTUS WEALTH, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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