KS
Kevin Scaltrito
HEIM, YOUNG & ASSOCIATES
Radnor, PA 19087
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CRD#: 6052618
KS
Professional summary
Kevin Scaltrito is a registered financial professional currently at HEIM, YOUNG & ASSOCIATES, INC. located in Radnor, Pennsylvania.
Kevin is registered as a RR (Registered Representative) and started their career in finance in 2014. Kevin has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Kevin Scaltrito'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®
NoneExperience
Current
September 16, 2025 - Present
HEIM, YOUNG & ASSOCIATES, INC.
Office #1: 100 West Matsonford Road Suite 4-200, Radnor, PA 19087BD
CRD#: 38993
Radnor, PA
Past
July 20, 2021 - September 22, 2025
JANNEY MONTGOMERY SCOTT LLC
RIA
CRD#: 463
PHILADELPHIA, PA
Past
August 30, 2019 - September 22, 2025
JANNEY MONTGOMERY SCOTT LLC
BD
CRD#: 463
PHILADELPHIA, PA
Past
December 21, 2017 - June 14, 2019
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
Kennett Square, PA
Past
June 26, 2014 - October 27, 2017
NYLIFE SECURITIES LLC
BD
CRD#: 5167
WAYNE, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
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
RR
Alabama(9/16/2025)
RR
Alaska(9/16/2025)
RR
Arizona(9/16/2025)
RR
Arkansas(9/16/2025)
RR
California(9/16/2025)
RR
Colorado(9/16/2025)
RR
Connecticut(9/16/2025)
RR
Delaware(9/16/2025)
RR
District of Columbia(9/16/2025)
RR
Florida(9/16/2025)
RR
Georgia(9/16/2025)
RR
Hawaii(9/16/2025)
RR
Idaho(9/16/2025)
RR
Illinois(9/16/2025)
RR
Indiana(9/16/2025)
RR
Iowa(9/16/2025)
RR
Kansas(9/16/2025)
RR
Kentucky(9/16/2025)
RR
Louisiana(9/16/2025)
RR
Maine(9/16/2025)
RR
Maryland(9/16/2025)
RR
Massachusetts(9/16/2025)
RR
Michigan(9/16/2025)
RR
Minnesota(9/16/2025)
RR
Mississippi(9/16/2025)
RR
Missouri(9/16/2025)
RR
Montana(9/16/2025)
RR
Nebraska(9/16/2025)
RR
Nevada(9/16/2025)
RR
New Hampshire(9/16/2025)
RR
New Jersey(9/16/2025)
RR
New Mexico(9/16/2025)
RR
New York(9/16/2025)
RR
North Carolina(9/16/2025)
RR
North Dakota(9/16/2025)
RR
Ohio(9/16/2025)
RR
Oklahoma(9/16/2025)
RR
Oregon(9/16/2025)
RR
Pennsylvania(9/16/2025)
RR
Rhode Island(9/16/2025)
RR
South Carolina(9/16/2025)
RR
South Dakota(9/16/2025)
RR
Tennessee(9/16/2025)
RR
Texas(9/16/2025)
RR
Utah(9/16/2025)
RR
Virginia(9/16/2025)
RR
Washington(9/16/2025)
RR
Wisconsin(9/16/2025)
RR
Wyoming(9/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/13/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HY
HEIM, YOUNG & ASSOCIATES, INC.
HEIM & YOUNG SECURITIES, INC. | MABS INSURANCE SOLUTIONS | MA BROKERAGE SOLUTIONS | HEIM, YOUNG & ASSOCIATES, INC.
CRD#: 38993 / SEC#: , 8-48500
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
1256 E. Kingsley St, Springfield, MO 65804-7211
Mailing Address
1256 E. Kingsley St, Springfield, MO 65804-7211
Phone number
(417) 882-7283
Established
Missouri since 07/07/1995
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MERCER ADVISORS, INC. | OWNER | |
| BRAMER, BENJAMIN EDWARD | DIRECTOR | 3222029 |
| CATALDO, CHRISTINE ADELE | CHIEF INFORMATION OFFICER | 3042889 |
| DREPAUL, ROSHNI ARUNA | FINOP / PFO | 6487453 |
| ENCINO, MATHEW RYAN | GENERAL COUNCEL, SECRETARY | 7530163 |
| ERKER, TORIAN BILLS | CCO | 6309105 |
| LEE, TRINITY YVONNE | PRESIDENT & EXECUTIVE DIRECTOR /CFO/POO | 5472899 |
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.
