Unclaimed Profile

Scott Douglas Michael

DOMANI WEALTH, LLC·LANCASTER, Pennsylvania

Series 2, Series 6, Series 63, Series 65Clean record30 years registeredDOMANI WEALTH, LLC

1869 CHARTER LANE, LANCASTER, PA 17601-5879CRD# 1976603Firm CRD# 174303

Profile Verification

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

Identity

Scott Douglas Michael · LANCASTER, PA

Registration

CRD #1976603 · DOMANI WEALTH, LLC · 30 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

May 2023 – present

DOMANI WEALTH, LLC

Feb 2015 – Aug 2023

YORK, PA

PARENTEBEARD WEALTH MANAGEMENT LLC

Mar 2010 – Feb 2015

YORK, PA

BMC FINANCIAL ADVISORS

Jul 1996 – Mar 2010

YORK, PA

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 63

Series 65

Registration record

First registered · July 23, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOMANI WEALTH, LLC

CRD 174303 · SEC 801-80939

AUM

$1.3B

Regulatory assets under management

Employees

3,114 client accounts

Services offered by DOMANI WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOMANI WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Douglas Michael offer?

Scott Douglas Michael specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Scott Douglas Michael's credentials?

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

Where is Scott Douglas Michael located?

Scott Douglas Michael is based in LANCASTER, Pennsylvania, working with DOMANI WEALTH, LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Scott Douglas Michael charge for services?

Scott Douglas Michael's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DOMANI WEALTH, LLC?

DOMANI WEALTH, LLC has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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