Unclaimed Profile

Lance Reid Scott

BAY HARBOR WEALTH MANAGEMENT, LLC·HUNT VALLEY, Maryland

Series 7, Series 66Clean record16 years registeredBAY HARBOR WEALTH MANAGEMENT, LLC

201 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030CRD# 5608446Firm CRD# 294000

Profile Verification

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

Identity

Lance Reid Scott · HUNT VALLEY, MD

Registration

CRD #5608446 · BAY HARBOR WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

BAY HARBOR WEALTH MANAGEMENT, LLC

Oct 2018 – present

BAY HARBOR WEALTH MANAGEMENT, LLC

Apr 2013 – Aug 2015

BALTIMORE, MD

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Apr 2011 – Aug 2019

Hunt Valley, MD

H. BECK, INC.

May 2010 – Apr 2011

TOWSON, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 27, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAY HARBOR WEALTH MANAGEMENT, LLC

CRD 294000 · SEC 801-114123

AUM

$292M

Regulatory assets under management

Employees

1,253 client accounts

Services offered by BAY HARBOR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BAY HARBOR WEALTH MANAGEMENT, LLC →

Introduction

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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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