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LS

Letitia B. Scalise

INDIVISIBLE PARTNERS
Gordonsville, VA 22942
Some features on this profile are disabled
CRD#: 5749711
LS
Letitia Breckenridge ScaliseINDIVISIBLE PARTNERS

Professional summary

Letitia Breckenridge Scalise, who also goes by Letitia Breckenridge Haynes, Breck Haynes, Letitia Scalise, Breck Scalise, is a registered financial advisor currently at INDIVISIBLE PARTNERS located in Gordonsville, Virginia.

Letitia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Letitia has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Letitia Breckenridge Haynes | Breck Haynes | Letitia Scalise | Breck Scalise

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.
Torray Investment Partners LLC; Investment Related; Keswick, VA; Investment Management; Client Relations, Partner; Start Date 11/4/2014; 200 Hrs Per Month; Director of Client Relations and Marketing - responsible for all client communications for separately managed account clients, Advisor and Fund website maintenance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Letitia Breckenridge Scalise's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 3, 2026 - Present

INDIVISIBLE PARTNERS

Office #1: 121 South Main Street Unit A, Gordonsville, VA 22942
RIA
CRD#: 332431
Gordonsville, VA
Past

January 10, 2025 - May 19, 2026

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Bethesda, MD
Past

July 13, 2021 - May 19, 2026

TORRAY INVESTMENT PARTNERS LLC

RIA
CRD#: 105818
BETHESDA, MD
Past

June 7, 2010 - July 2, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BOSTON, 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".
IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC

CRD#: 332431 / SEC#: 801-131364

RIA
Registered Investment Advisory firm - (11/1/2024 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
Virginia
(8/3/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/10/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/13/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/10/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/21/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/5/2010
General Securities Representative Examination

Current Firm

IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC

CRD#: 332431 / SEC#: 801-131364

RIA
Registered Investment Advisory firm - (11/1/2024 Approved)
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Contact information

Main Address
114 Turner Street, Clearwater, FL 33756
Mailing Address
Phone number
(732) 306-5490
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INDIVISIBLE ADV2A (1/20/2026)

Regulatory assets under management

Total Number of Accounts2,224
AUM (Assets Under Management)$ 1,546,665,076

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.

Company Information

INDIVISIBLE PARTNERS

CRD#: 332431Gordonsville, VA 22942

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