SM
SM

Scott Robert Monger

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1755 Oregon Pike Suite 100, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Scott is involved in several real estate ventures, including rental properties and apartment buildings, dedicating minimal time to each. He also owns Monger Financial Group, an insurance sales and service agency, which takes nearly full-time hours.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Faithward Advisors, LLC
December 2011 - Present · 14 yrs 2 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
November 2011 - October 2024 · 12 yrs 11 mos
Ambassador Advisors, LLC
November 2011 - November 2011 · 0 mos
Prudential Financial Planning Services
September 2011 - November 2011 · 2 mos
Pruco Securities, LLC.Broker
April 1988 - November 2011 · 23 yrs 7 mos
The Prudential Insurance Company of AmericaBroker
April 1988 - December 1993 · 5 yrs 8 mos
State Registrations10 states
DEFLGAILMDMTNJPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.