AdvisorOS Directory
Claim Profile
Unclaimed Profile
SW

Scott Michael Witeby

D.A. DAVIDSON & CO.·GREAT FALLS, Montana
SIE, Series 27Clean recordD.A. DAVIDSON & CO.
8 THIRD STREET NORTH, GREAT FALLS, MT 59401CRD# 5198925Firm CRD# 199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Michael Witeby · GREAT FALLS, MT
Registration
CRD #5198925 · D.A. DAVIDSON & CO.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
D.A. DAVIDSON & CO.
CRD 199 · SEC 801-45761
AUM
$36.2B
Regulatory assets under management
Employees
650
86,818 client accounts
Services offered by D.A. DAVIDSON & CO.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at D.A. DAVIDSON & CO. →
Introduction

Speak with Scott Michael

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

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

Looking for a financial advisor in GREAT FALLS?

Browse all registered financial advisors in GREAT FALLS, Montana or claim this profile if it's yours.

Browse GREAT FALLS AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Scott Michael Witeby offer?
Scott Michael Witeby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREAT FALLS, Montana for a consultation.
What are Scott Michael Witeby's credentials?
Scott Michael Witeby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Michael Witeby located?
Scott Michael Witeby is based in GREAT FALLS, Montana, working with D.A. DAVIDSON & CO.. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.
How does Scott Michael Witeby charge for services?
Scott Michael Witeby'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 D.A. DAVIDSON & CO.?
D.A. DAVIDSON & CO. has approximately 650 employees and manages $36.2B 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 →

Other Advisors at D.A. DAVIDSON & CO.

Jacqueline Ann Beauprez
GREAT FALLS, MT
Rory Adam Mckinney
GREAT FALLS, MT
Donald Warren Jr Crowell
GREAT FALLS, MT
Douglas Arthur Woodcock
GREAT FALLS, MT
Ian Bruce Davidson
GREAT FALLS, MT
James Patrick Kerr
GREAT FALLS, MT

More Advisors in GREAT FALLS, Montana

Brock Loen
DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, MT
Robert Eugene Brady
DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, MT
Joseph Michael Brady
D.A. DAVIDSON & CO.·GREAT FALLS, MT
Paul Jacob Grieger
D.A. DAVIDSON & CO.·GREAT FALLS, MT
Thomas Steven Nelson
D.A. DAVIDSON & CO.·GREAT FALLS, MT
Timothy George Austin
D.A. DAVIDSON & CO.·GREAT FALLS, MT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Montana
BILLINGS (26)BOZEMAN (16)WHITEFISH (13)MISSOULA (11)KALISPELL (2)BIGFORK (2)POLSON (1)FAIRFIELD (0)HELENA (0)
City Guides
BILLINGS GuideBOZEMAN GuideWHITEFISH GuideMISSOULA GuideKALISPELL Guide
Research
Advisor Fees in MontanaNational Fee Analysis
Request removal of this profile