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Robin Philip Christian Lacey

SCOTIA INSTITUTIONAL INVESTMENTS US, LP·BERWYN, Pennsylvania
Unclaimed Profile
1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 4449426Firm CRD# 141202
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About

Robin Philip Christian Lacey is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with SCOTIA INSTITUTIONAL INVESTMENTS US, LP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
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Firm Overview

Firm
SCOTIA INSTITUTIONAL INVESTMENTS US, LP
SCOTIA INSTITUTIONAL INVESTMENTS US, LP
AUM
$175M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SCOTIA INSTITUTIONAL INVESTMENTS US, LP →
Services
Portfolio management (pooled investments)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4449426
Firm CRD# 141202
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robin Philip Christian Lacey offer?
Robin Philip Christian Lacey specializes in Investment Management, Fee-Only Advisory. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Robin Philip Christian Lacey's credentials?
Robin Philip Christian Lacey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robin Philip Christian Lacey located?
Robin Philip Christian Lacey is based in BERWYN, Pennsylvania, working with SCOTIA INSTITUTIONAL INVESTMENTS US, LP. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Robin Philip Christian Lacey charge for services?
Robin Philip Christian Lacey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCOTIA INSTITUTIONAL INVESTMENTS US, LP?
SCOTIA INSTITUTIONAL INVESTMENTS US, LP has approximately 8 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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