Profil
Scott Gregory Klatt is the founder of Rise Advisors LLC.
He worked as a Wealth Advisor at High Falls Advisors, Inc. from 2005 to 2013 and as a Partner at NorthLanding Financial Partners LLC from 2013 to 2020.
Aktive Positionen von Scott Gregory Klatt
| Unternehmen | Position | Beginn |
|---|---|---|
Rise Advisors LLC
 Rise Advisors LLC Investment ManagersFinance Rise Advisors LLC provides investment advice. The private company is based in Rochester, NY. The company was founded by Scott Gregory Klatt. | Gründer | - |
Ehemalige bekannte Positionen von Scott Gregory Klatt
| Unternehmen | Position | Ende |
|---|---|---|
NorthLanding Financial Partners LLC
 NorthLanding Financial Partners LLC Investment ManagersFinance NorthLanding Financial Partners LLC (NLFP) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm manages client investment portfolios primarily on a discretionary basis but may also manage portfolios on a non-discretionary basis. NLFP provides its services primarily to high-net-worth individuals, but also to a limited number of trusts, estates, charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 01.10.2020 |
High Falls Advisors, Inc.
 High Falls Advisors, Inc. Investment ManagersFinance High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors. | Corporate Officer/Principal | 01.01.2013 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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| Private Unternehmen | 3 |
|---|---|
Rise Advisors LLC
Rise Advisors LLC Investment ManagersFinance Rise Advisors LLC provides investment advice. The private company is based in Rochester, NY. The company was founded by Scott Gregory Klatt. | Finance |
NorthLanding Financial Partners LLC
NorthLanding Financial Partners LLC Investment ManagersFinance NorthLanding Financial Partners LLC (NLFP) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm manages client investment portfolios primarily on a discretionary basis but may also manage portfolios on a non-discretionary basis. NLFP provides its services primarily to high-net-worth individuals, but also to a limited number of trusts, estates, charitable organizations, corporations and other business entities. | Finance |
High Falls Advisors, Inc.
High Falls Advisors, Inc. Investment ManagersFinance High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors. | Finance |
