Subscribe

Hybrid managing $191 million moves to Commonwealth from Cetera

Great Scott Financial Services is based in Bethlehem, Pa.

Great Scott Financial Services of Bethlehem, Pa., which manages $191 million in assets, has switched affiliations from Cetera Advisor Networks and Vicus Capital to Commonwealth Financial Network.

The firm’s founder and principal, Scott Seymour, will be registered under Commonwealth’s RIA.

[More:See more adviser moves in InvestmentNews’ Advisers on the Move database.]

Great Scott, which was founded in 1998, has a staff of five.

Investing in profitability, performance and people: Register for our Top Advisory Firm Summit.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print