Letitia B. Scalise

TORRAY INVESTMENT PARTNERS LLC

Bethesda, MD 20814-6523

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CRD#: 5749711

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 TORRAY INVESTMENT PARTNERS LLC located in Bethesda, Maryland and QUASAR DISTRIBUTORS, LLC located in Bethesda, Maryland.

Letitia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Letitia has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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

July 13, 2021 - Present

TORRAY INVESTMENT PARTNERS LLC

Office #1: 7501 Wisconsin Avenue Suite 750w, Bethesda, MD 20814-6523

RIA

CRD#: 105818

Bethesda, MD

Current

January 10, 2025 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 7501 Wisconsin Ave. Suite 750 West, Bethesda, MD 20814

CRD#: 103848

Bethesda, MD

Past

June 7, 2010 - July 2, 2010

UBS FINANCIAL SERVICES INC.

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".

TORRAY INVESTMENT PARTNERS LLC

CRD#: 105818 / SEC#: 801-8629

RIA

Registered Investment Advisory firm - (5/12/1972 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.

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

IAR

Maryland
(7/13/2021)

Maryland
(2/11/2025)

Virginia
(2/11/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

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

Series 6TO

Date: 1/10/2025

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/21/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/5/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TORRAY INVESTMENT PARTNERS LLC

CRD#: 105818 / SEC#: 801-8629

RIA

Registered Investment Advisory firm - (5/12/1972 Approved)

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Contact information

Main Address

7501 Wisconsin Avenue Suite 750w, Bethesda, MD 20814-6523

Mailing Address

Phone number

(301) 493-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE PART 2A NOV 1 2025 (11/6/2025)

Regulatory assets under management

Total Number of Accounts	486
AUM (Assets Under Management)	$ 725,813,254

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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Advisor Monitoring

Firm Stability Insights

Letitia B. Scalise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Letitia Breckenridge Scalise's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

TORRAY INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/10/2025

Series 65

Date: 7/13/2021

Series 6TO

Date: 1/10/2025

SIE

Date: 10/21/2024

Series 7

Date: 6/5/2010

FINRA

Current Firm

TORRAY INVESTMENT PARTNERS LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TORRAY INVESTMENT PARTNERS LLC

TRUST BUT VERIFY

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