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SCOTIA PARTNERS, LLC

· CRD 140568 · IAPD ↗ · scotiapartners.com · (484)932-8560

$110.7MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
August 2026 — SCOTIA PARTNERS, LLC (location n/a) is newly SEC-registered with $110.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.