RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Scott Vincent Whitney
- Title
- Senior Investment Advisorreportedmanchesterfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Manchester Financial Inc independent RIA currentsince Mar 3, 2017 · Scottsdale, Az
- Harold Davidson & Associates, Inc independent RIAJan 8, 2003 to Feb 27, 2017 · Los Angeles, Ca
- Harold Davidson & Associates, Inc independent RIAApr 30, 2002 to Dec 31, 2002 · Los Angeles, Ca
- Harold Davidson & Associates, Inc to Manchester Financial Incleft Feb 27, 2017, registered Mar 3, 2017 (4 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address