Scott J. Cendali

IVC WEALTH ADVISORS LLC

Silverdale, PA 18962

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CRD#: 6316113

Professional summary

Scott Joseph Cendali, AIF® is a registered financial advisor currently at IVC WEALTH ADVISORS LLC located in Silverdale, Pennsylvania.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Scott has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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.

IVC Wealth Advisors, LLC. 163 E Main St, Silverdale, PA 18962. RIA. Clear Employer Services; Employee; Non Investment Related, 163 East Main St. PO Box 539 Silverdale PA 18962; Professional Employment Organization; Start date with business: 2023-01-12; Hours per month devoted to business during trading hours: 134; Hours per month devoted to business outside trading hours: 160; Percentage of total yearly compensation expected to be derived from the business: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Joseph Cendali'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 21, 2022 - Present

IVC WEALTH ADVISORS LLC

Office #1: 163 E. Main Street, Silverdale, PA 18962

RIA

CRD#: 301127

Silverdale, PA

Past

January 12, 2023 - June 30, 2025

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

SILVERDALE, PA

Past

October 13, 2015 - November 22, 2022

GIRARD PARTNERS LTD.

RIA

CRD#: 39163

SOUDERTON, PA

Past

May 23, 2014 - November 22, 2022

GIRARD INVESTMENT SERVICES, LLC

CRD#: 1834

SOUDERTON, PA

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".

IVC WEALTH ADVISORS LLC

CRD#: 301127 / SEC#: 801-114980

RIA

Registered Investment Advisory firm - (4/10/2019 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
(12/21/2022)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/13/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/30/2014

General Securities Representative Examination

Current Firm

IVC WEALTH ADVISORS LLC

CRD#: 301127 / SEC#: 801-114980

RIA

Registered Investment Advisory firm - (4/10/2019 Approved)

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Contact information

Main Address

163 E. Main Street, Silverdale, PA 18962

Mailing Address

Phone number

(215) 392-6631

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-IVC WEALTH ADVISORS LLC (8/29/2025)

Regulatory assets under management

Total Number of Accounts	1,233
AUM (Assets Under Management)	$ 405,220,178

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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Scott J. Cendali

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Joseph Cendali's CRS (Customer Relationship Summary).

Certified licenses

Experience

IVC WEALTH ADVISORS LLC

PRIVATE CLIENT SERVICES, LLC

GIRARD PARTNERS LTD.

GIRARD INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

IVC WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2014

SIE

Date: 10/1/2018

Series 7

Date: 4/30/2014

Current Firm

IVC WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IVC WEALTH ADVISORS LLC

TRUST BUT VERIFY

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