Robert S. Pulsifer
ALMANACK INVESTMENT PARTNERS
Wayne, PA 19087
Some features on this profile are disabled
CRD#: 2600289
Professional summary
Robert Scott Pulsifer, CFP®, who also goes by Scott Pulsfer, is a registered financial advisor currently at ALMANACK INVESTMENT PARTNERS located in Wayne, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 31, Series 7 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Pulsfer
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.
NAME OF BUSINESS: JUNTO WEALTH, LLC. 1 Station Circle #6, Narberth, PA 19072. 610-668-1000. EMAIL: spulsifer@juntowealth.com. THIS BUSINESS IS AN LLC. NATURE OF BUSINESS:FINANCIAL PLANNING. IS THIS BUSINESS INVESTMENT RELATED:YES. TITLE:OWNER/ADVISER. DUTIES:SALES/INVESTMENT ADVICE. APPROX. # OF HOURS MONTHLY DEVOTED TO THIS ACTIVITY:100+. # OF HOURS DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS:100+. FINANCIAL INTEREST IN THIS BUSINESS:YES, 100% OWNER. HOW COMPENSATED:RIA AND INSURANCE (NON-SECURITY) FEES AND COMMISSIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Scott Pulsifer'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®
CFP®
Start date: 2000
Experience
Current
March 31, 2016 - Present
ALMANACK INVESTMENT PARTNERS
Office #1: 656 E Swedesford Road Suite 301, Wayne, PA 19087RIA
CRD#: 282428
Wayne, PA
Past
May 31, 2016 - March 19, 2019
MERCAP SECURITIES, LLC
BD
CRD#: 156607
ATLANTA, GA
Past
February 13, 2015 - April 29, 2016
SPIRE SECURITIES, LLC
BD
CRD#: 144131
Narberth, PA
Past
November 5, 2010 - April 29, 2016
SPIRE WEALTH MANAGEMENT, LLC
RIA
CRD#: 113908
NARBERTH, PA
Past
January 24, 2008 - November 9, 2010
CORESTATES CAPITAL ADVISORS, LLC
RIA
CRD#: 137697
NEWTOWN, PA
Past
October 18, 2006 - March 19, 2008
MYCIO WEALTH PARTNERS, LLC
RIA
CRD#: 134436
PHILADELPHIA, PA
Past
September 15, 2003 - August 3, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
WASHINGTON, DC
Past
August 8, 2003 - August 3, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
WASHINGTON, DC
Past
May 28, 1998 - August 20, 2003
ERNST & YOUNG INVESTMENT ADVISERS LLP
RIA
CRD#: 110921
MCLEAN, VA
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".
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
RIA
Registered Investment Advisory firm - (2/12/2016 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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(3/31/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 3/28/1995
Non-Member General Securities ExaminationCurrent Firm
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
RIA
Registered Investment Advisory firm - (2/12/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
656 E Swedesford Road Suite 301, Wayne, PA 19087
Mailing Address
Phone number
(484) 580-2277
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,481 |
| AUM (Assets Under Management) | $ 773,350,051 |
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.
