Letitia Breckenridge Scalise
Investment adviser representative at Somerset Advisory, LLC
12 yearsExperience
3 statesRegistered in
$0Firm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Somerset Advisory, LLCSep 2026 to now
- Indivisible Partners LLCAug 2026 to Sep 2026
- Quasar Distributors, LLCOct 2024 to Aug 2026
- Torray Investment Partners LLCNov 2014 to Aug 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (AL, SC, VA).
Somerset Advisory, LLC
$0Assets managed
0Clients
5Advisers
Under 1 yearIn 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
- 5749711
- Firm CRD
- 343852