Scott Gregory Klatt

Founder at Rise Advisors LLC

Finance

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Scott Gregory Klatt is the founder of Rise Advisors LLC.
He worked as a Wealth Advisor at High Falls Advisors, Inc. from 2005 to 2013 and as a Partner at NorthLanding Financial Partners LLC from 2013 to 2020.

Scott Gregory Klatt active positions

Companies	Position	Start
Rise Advisors LLC Rise Advisors LLC Investment ManagersFinance Rise Advisors LLC provides investment advice. The private company is based in Rochester, NY. The company was founded by Scott Gregory Klatt.	Founder	-

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Former positions of Scott Gregory Klatt

Companies	Position	End
NorthLanding Financial Partners LLC NorthLanding Financial Partners LLC Investment ManagersFinance NorthLanding Financial Partners LLC (NLFP) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm manages client investment portfolios primarily on a discretionary basis but may also manage portfolios on a non-discretionary basis. NLFP provides its services primarily to high-net-worth individuals, but also to a limited number of trusts, estates, charitable organizations, corporations and other business entities.	Corporate Officer/Principal	30/09/2020
High Falls Advisors, Inc. High Falls Advisors, Inc. Investment ManagersFinance High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors.	Corporate Officer/Principal	31/12/2012

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Private companies	3
High Falls Advisors, Inc. High Falls Advisors, Inc. Investment ManagersFinance High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors.	Finance
NorthLanding Financial Partners LLC NorthLanding Financial Partners LLC Investment ManagersFinance NorthLanding Financial Partners LLC (NLFP) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm manages client investment portfolios primarily on a discretionary basis but may also manage portfolios on a non-discretionary basis. NLFP provides its services primarily to high-net-worth individuals, but also to a limited number of trusts, estates, charitable organizations, corporations and other business entities.	Finance
Rise Advisors LLC Rise Advisors LLC Investment ManagersFinance Rise Advisors LLC provides investment advice. The private company is based in Rochester, NY. The company was founded by Scott Gregory Klatt.	Finance

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Scott Gregory Klatt