SE
Scott W. Eichar
GBQ WEALTH ADVISORY
Columbus, OH 43215
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CRD#: 7818672
SE
Professional summary
Scott Wayne Eichar is a registered financial advisor currently at GBQ WEALTH ADVISORY, LLC located in Columbus, Ohio.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Scott has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Wayne Eichar'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
November 13, 2023 - Present
GBQ WEALTH ADVISORY, LLC
Office #1: 230 West Street Suite 700, Columbus, OH 43215RIA
CRD#: 324677
Columbus, OH
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
Ohio(11/13/2023)
Exams
Current Firm
GW
GBQ WEALTH ADVISORY, LLC
GBQ WEALTH ADVISORY, LLC
CRD#: 324677 / SEC#:
Ohio
Registered Investment Advisory firm - (11/13/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
230 West Street Suite 700, Columbus, OH 43215
Mailing Address
Phone number
(614) 221-1120
Established
Firm type
Fiscal year end
# of Employees
6
Red Flags
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