Postes actifs de Scott Gregory Klatt
Sociétés | Poste | Début | Fin |
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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. | Fondateur | - | - |
Historique de carrière de Scott Gregory Klatt
Anciens postes connus de Scott Gregory Klatt
Sociétés | Poste | Début | Fin |
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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 | 01/01/2013 | 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 | 01/01/2005 | 01/01/2013 |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Corporate Officer/Principal | 2 |
Founder | 1 |
Sectorielle
Finance | 4 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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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 |
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