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SCALEBUILDER, LLC
SCALEBUILDER, LLC
SUMMIT, New Jersey
·
5 registered advisors
·
CRD# 313276
SEC# 801-126334
0
646-827-4700
01
Firm Overview
AUM
$252M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at SCALEBUILDER, LLC
5 registered advisors
Ernesto Prado Cota
SUMMIT, New Jersey
CRD# 7554345
Gabriel Anastassiades
SUMMIT, New Jersey
CRD# 7893246
Robert Anthony Doeberl
SUMMIT, New Jersey
CRD# 866416
Thomas Paul Zucosky
SUMMIT, New Jersey
CRD# 1052472
Tina Danielle Helman-Spotts
SUMMIT, New Jersey
CRD# 7422322
05
Office Locations
SUMMIT, New Jersey
5 advisors
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Data sourced from SEC Form ADV filings. SCALEBUILDER, LLC (CRD# 313276) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.