Equitable Advisors
45yrs
Top advisor by experience in Bala Cynwyd
19yrs
Gregory Sinclair Scott
Financial advisor at Equitable Advisors
Based in Bala Cynwyd, Pennsylvania, Gregory Sinclair Scott is a fiduciary financial advisor with 19 years of industry experience. Gregory joined Equitable Advisors in 2008, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 244 advisors with offices in Bala Cynwyd, and one of 225 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 66% of advisors at Equitable Advisors
Office1 Belmont Avenue Suite. 1100, Bala Cynwyd, PA 19004
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2008 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Equitable Advisors at 212-314-4600 and ask for Gregory Sinclair Scott. Gregory works from the Bala Cynwyd, PA office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2008, about 19 years. More experience than 66% of advisors at Equitable Advisors.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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