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SP

Scott D. Puritz

REBALANCE
Chevy Chase, MD
Some features on this profile are disabled
CRD#: 6179412
SP

Professional summary

Scott David Puritz is a registered financial advisor currently at REBALANCE LLC located in Chevy Chase, Maryland.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Scott has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott David Puritz'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

September 3, 2014 - Present

REBALANCE LLC

Office #2: 4800 Hampden Lane Suite 810, Bethesda, MD 20814
RIA
CRD#: 158242
Chevy Chase, MD

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".
RL
REBALANCE LLC
MR ADVISERS, INC. | REBALANCE LLC | REBALANCE IRA | REBALANCE INC.

CRD#: 158242 / SEC#: 801-72723

RIA
Registered Investment Advisory firm - (9/28/2011 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
Maryland
(9/3/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/2/2014
Uniform Investment Adviser Law Examination

Current Firm

RL
REBALANCE LLC
MR ADVISERS, INC. | REBALANCE LLC | REBALANCE IRA | REBALANCE INC.

CRD#: 158242 / SEC#: 801-72723

RIA
Registered Investment Advisory firm - (9/28/2011 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
635 Bryant Street #6, Palo Alto, CA 94301
Mailing Address
4800 Hampden Lane Suite 200, Bethesda, MD 20814
Phone number
(650) 396-3900
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,607
AUM (Assets Under Management)$ 1,558,126,646

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

REBALANCE LLC

CRD#: 158242Chevy Chase, MD

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