Scott Michael Lippa
Investment adviser representative at Wellth Advisory Services, LLC
12 yearsExperience
2 statesRegistered in
$26.7BFirm assets
2 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- Global Retirement Partners, LLCMar 2022 to Jun 2024
- Cambridge Investment Research Advisors IncMar 2014 to Mar 2022
- Cambridge Investment Research IncMar 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 5729485
- Firm CRD
- 330537