SM
Scott R. Monger
FAITHWARD ADVISORS
LANCASTER, PA 17601
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CRD#: 1809673
SM
Professional summary
Scott Robert Monger is a registered financial advisor currently at FAITHWARD ADVISORS, LLC located in Lancaster, Pennsylvania and OSAIC WEALTH, INC. located in Lancaster, Pennsylvania.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Scott has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MONGER I LLC~P.O. BOX 502, LEOLA, PA 17540~12 UNIT RENTAL~N~PARTNER~06/2006~1/2 HRS/MO~0 TRADING HRS/MO 2. MONGER II, LLC 5 UNIT RENTAL- NOT INVESTMENT RELATED- START 8/2007- PARTNER-1/2 HR DURING TRADING HRS 3. MONGER WEINHOLD, LLC~57 N. MAPLE AVENUE, LEOLA, PA 17540~ APARTMENT BUILDING~Y~PARTNER~8/15/2007~1/2 HRS/MO~0 TRADING HRS/MO 4. Faithward Advisors, LLC 275 HESS BLVD. LANCASTER, PA 17801 - RIA; FINANCIAL ADVISOR. START DATE: 1/2024; DEVOTES 80 HRS PER MONTH, 60 HRS DURING MARKET HRS. 5. OLD MILL, LP. APARTMENT BUILDINGS. 25% OWNERSHIP. NOT SECURITIES RELATED. START DATE 5/2016. 1 HOUR DEVOTED PER MONTH, ZERO HOURS DURING MARKET HOURS. 6. MONGER FINANCIAL GROUP. DBA. INSURANCE SALES AND SERVICE AGENT. 100% OWNERSHIP. NOT SECURITIES RELATED. START DATE 2/2018. 160 HOURS DEVOTED PER MONTH, 160 HOURS DURING MARKET HOURS. 7. Scrap It on Main - 6-Unit Rental - Investment Related- No - Start date: 6/2018 - Partner - Hours Devoted per Month: 0 - Hours Devoted per Month During Market 8. MONGER MHP- MOBILE HOME PARK- NOT INV REALTED- START DATE 6-22- POSITION, OWNER- ZERO COMP- .5 HRS PER MO. 9. SMMS RE NAPLES, LLC, REAL ESTATE- NOT INVESTMENT RELATED, START DATE 3/23- PARTNER- ZERO COMPENSATION 30 MINUTES SPENT PER MONTH 10. MSC VENTURES, LLC-REALESTATE-NOT INVESTMENT RELATED, START DATE 3/23- PARTNER- ZERO COMPENSATION 30 MINUTES SPENT PER MONTH 11. MONGER FINANCIAL GROUP DBA POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2018 ADDRESS: 275 Hess Blvd, Lancaster PA 17601, United States DESCRIPTION: Insurance sales and service agent.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Robert Monger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 6, 2011 - Present
FAITHWARD ADVISORS, LLC
Office #1: 1755 Oregon Pike Suite 100, Lancaster, PA 17601RIA
CRD#: 116978
LANCASTER, PA
Current
October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 275 Hess Blvd, Lancaster, PA 17543RIA
BD
CRD#: 23131
LANCASTER, PA
Past
November 30, 2011 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
LANCASTER, PA
Past
November 2, 2011 - November 7, 2011
FAITHWARD ADVISORS, LLC
RIA
CRD#: 116978
LANCASTER, PA
Past
September 12, 2011 - November 30, 2011
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
LANCASTER, PA
Past
April 13, 1988 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
April 13, 1988 - November 30, 2011
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
LANCASTER, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(10/11/2024)
RR
Florida(10/11/2024)
RR
Georgia(10/11/2024)
RR
Illinois(10/11/2024)
RR
Maryland(10/11/2024)
RR
Montana(10/11/2024)
RR
New Jersey(10/11/2024)
IAR
Pennsylvania(12/6/2011)
RR
Pennsylvania(10/11/2024)
RR
Texas(10/11/2024)
RR
Virginia(10/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
275 Hess Boulevard Suite 100, Lancaster, PA 17601
Mailing Address
Phone number
(717) 560-8300
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,052 |
| AUM (Assets Under Management) | $ 906,004,988 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 12/26/2024 | ||
| 09/28/2023 | ||
| 01/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FAITHWARD ADVISORS, LLC
CRD#: 116978Lancaster, PA 17601TRUST BUT VERIFY
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Contact information
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