Address : 1 Madison Ave, Morristown, New Jersey 07960, United States
Phone Number : +1201-783-3185
Industries : Financial Services
Website : whelanscott.com
Company Description
Whelan Scott Asset Management provides investment and advisory services. As an investment advisory firm, we integrate needs and strategies to achieve client peace of mind through ongoing management and asset protection. We provide industry-leading solutions to both individuals and institutions.Securities offered through registered representatives of Cambridge Investment Research, Inc. a broker dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research, Inc. a Registered Investment Advisor. Cambridge and Whelan Scott Asset Management are not affiliated. 1 Madison Avenue, Morristown NJ 07960.
Speciality
- Financial Services
Financial
Employees Total : 4
Revenue (Yearly) : 3.8M
Miscellaneous
Founded in : 2015
Twitter : WhelanScottAM
Facebook : pages/Whelan-Scott-Asset-Management/211048172365975
Linkedin : whelan-scott-asset-management
Email Providers : Outlook
Tech : Microsoft Office 365
Hosting : Amazon AWS
Hosting : CloudFlare Hosting
Domain Name Services : UltraDns
Tag Management : Google Tag Manager
Last Updated : 2023-08-31
Employees
- Thomas Whelan ( Partner )
- Karen Kuryllo ( Financial Advisor )
Alumni
- Breanne Debel ( Intern )
- Adam Baliatico ( Dreamscape Design Intern )
- Liam Carr ( Senior VP )
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