Pamela A. Scantalides

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CRD#: 1983796

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pamela Ann Scantalides, who also goes by Pamela Condon, Pam Scantalides, Pamela Anne Scantalides, was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 1989. Pamela had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Pamela Condon | Pam Scantalides | Pamela Anne Scantalides

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 10, 2017 - November 29, 2018

SACHETTA, LLC

RIA

CRD#: 145713

LYNNFIELD, MA

Past

July 18, 2011 - April 10, 2012

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

NEWTON, MA

Past

October 29, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

October 29, 2003 - March 24, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

WALTHAM, MA

Past

December 9, 2002 - October 29, 2003

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

LYNNFIELD, MA

Past

June 21, 2002 - October 13, 2003

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

September 29, 1989 - April 18, 1997

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

September 29, 1989 - April 18, 1997

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

SACHETTA, LLC

INFINITE WEALTH MANAGEMENT, INC. | SACHETTA, LLC | SACHETTA & CALLAHAN, LLC

CRD#: 145713 / SEC#: 801-100474

RIA

Registered Investment Advisory firm - (7/8/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (8/6/2015 Terminated)

New Hampshire

Registered Investment Advisory firm - (10/26/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/1/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/16/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/19/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/27/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/13/2002

General Securities Principal Examination

Current Firm

SACHETTA, LLC

INFINITE WEALTH MANAGEMENT, INC. | SACHETTA, LLC | SACHETTA & CALLAHAN, LLC

CRD#: 145713 / SEC#: 801-100474

RIA

Registered Investment Advisory firm - (7/8/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (8/6/2015 Terminated)

New Hampshire

Registered Investment Advisory firm - (10/26/2015 Terminated)

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Contact information

Main Address

600 Market Street Suite 684, Lynnfield, MA 01940

Mailing Address

Phone number

(781) 233-4138

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SACHETTA LLC BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	2,031
AUM (Assets Under Management)	$ 884,096,209

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/24/2025	Cover Page	Report
01/08/2025	Cover Page	Report
12/18/2023	Cover Page	Report
12/19/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Pamela A. Scantalides

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

CAPITAL BROKERAGE CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SACHETTA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/1/2002

Series 63

Date: 7/16/2002

Series 7

Date: 6/19/2002

Series 6

Date: 9/27/1989

Series 24

Date: 8/13/2002

Current Firm

SACHETTA, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SACHETTA, LLC

TRUST BUT VERIFY

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