Scott William Vallar
Professional Summary
Scott William Vallar, who also goes by Scott Vallar, is a registered financial advisor currently at GUARD HILL ADVISORS LLC located in Charlottesville, Virginia. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Scott has worked at 5 firms and has passed the Series 65, Series 63, Series 55, Series 7, Series 8 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Scott Vallar
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
GUARD HILL ADVISORS LLC
Contact Information
Main Address
Charlottesville, VAPhone Number
(434) 328-8489# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
15AUM (Assets Under Management)
$81,352,643Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/4/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Oct 2003Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Sep 1998Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Scott William Vallar's CRS (Customer Relationship Summary).
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