Seth Bittner (CRD# 5057101) is an Investment Advisor Representative working at Ethos Financial Group, LLC in King Of Prussia, PA and has over 18 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ethos Financial Group LLC | King Of Prussia, PA | Sep 2023 - Current | < 1 |
| Innovation Partners LLC | Charlotte, NC | Oct 2020 - Current | 3 |
| Almanack Investment Partners | Conshohocken, PA | Oct 2017 - Sep 2023 | 5 |
| Mercap Securities, LLC | Paoli, PA | Dec 2017 - Nov 2020 | 2 |
| Penn Mutual Life Insurance Co | Horsham, PA | May 2010 - Nov 2017 | 7 |
| Hornor Townsend & Kent Inc. | Horsham, PA | May 2010 - Oct 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- PA
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Total Assets Under Management914MILLIONS
-
Total Number of Accounts2,482ACCOUNTS
-
Average Account Value$368,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA
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