Scott Dolson (CRD# 5348342) is an Investment Advisor Representative working at Grant Street Asset Management Inc. in Canonsburg, PA and has over 15 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Grant Street Asset Management, Inc. | Canonsburg, PA | Jun 2020 - Current | 3 |
Mellon | Pittsburgh, PA | Feb 2018 - May 2020 | 2 |
Mbsc Securities Corporation | Boston, MA | May 2011 - May 2020 | 9 |
The Bank Of New York Mellon | Boston, MA | May 2011 - May 2020 | 9 |
Mellon Capital Management | Boston, MA | May 2011 - Jan 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- PA
-
Total Assets Under Management579MILLIONS
-
Total Number of Accounts1,130ACCOUNTS
-
Average Account Value$512,094
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, IN, LA, MD, NC, NH, NJ, NY, OH, PA, TN, VA, WV
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