Scott David Lavalley
Investment adviser representative at Bcas
44 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$465.7MFirm assets
Are you Scott David Lavalley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
44 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- BcasFeb 1994 to now
- Baldwin & Clarke Advisory Services, LLCAug 1982 to now
- Lincoln Financial Securities CorporationJul 2008 to Jan 2025
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (NH).
Bcas
Legal name: Baldwin & Clarke Advisory Services LLC
$465.7MAssets managed
294Clients
5Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2432273
- Firm CRD
- 105666