Unclaimed Profile

Robert Scott Pulsifer

ALMANACK INVESTMENT PARTNERS, LLC·WAYNE, Pennsylvania

SIE, Series 2, Series 6, Series 7, Series 31, Series 63, Series 65CFP CFAClean record28 years registeredALMANACK INVESTMENT PARTNERS, LLC

656 E SWEDESFORD ROAD, WAYNE, PA 19087CRD# 2600289Firm CRD# 282428

Profile Verification

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

Identity

Robert Scott Pulsifer · WAYNE, PA

Registration

CRD #2600289 · ALMANACK INVESTMENT PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

ALMANACK INVESTMENT PARTNERS

Mar 2016 – present

SPIRE WEALTH MANAGEMENT, LLC

Nov 2010 – Apr 2016

NARBERTH, PA

CORESTATES CAPITAL ADVISORS, LLC

Jan 2008 – Nov 2010

NEWTOWN, PA

MYCIO WEALTH PARTNERS, LLC

Oct 2006 – Mar 2008

PHILADELPHIA, PA

MORGAN STANLEY

Aug 2003 – Aug 2006

WASHINGTON, DC

ERNST & YOUNG INVESTMENT ADVISERS LLP

May 1998 – Aug 2003

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 6

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · May 28, 1998

Years registered · 28

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALMANACK INVESTMENT PARTNERS, LLC

CRD 282428 · SEC 801-107186

AUM

$802M

Regulatory assets under management

Employees

2,044 client accounts

Services offered by ALMANACK INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALMANACK INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Scott Pulsifer offer?

Robert Scott Pulsifer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Robert Scott Pulsifer's credentials?

Robert Scott Pulsifer holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Scott Pulsifer located?

Robert Scott Pulsifer is based in WAYNE, Pennsylvania, working with ALMANACK INVESTMENT PARTNERS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Robert Scott Pulsifer charge for services?

Robert Scott Pulsifer'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 ALMANACK INVESTMENT PARTNERS, LLC?

ALMANACK INVESTMENT PARTNERS, LLC has approximately 22 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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