CEBS Compliant Graduates of the U.S. Course Curriculum
CEBS Compliance plays a vital role in the CEBS designee’s pursuit of ongoing professional knowledge. Recognizing the importance of staying proficient and updated in an ever-changing industry, CEBS is committed to public recognition of those who are CEBS Compliant.
CEBS Compliant graduates are listed and recognized on this page, which is updated regularly. This listing is available for employers, clients, government regulators and others who are interested in or rely upon the professional currency that CEBS Compliance signifies.
Names are listed alphabetically by location. The year after each name indicates that person’s CEBS Compliance status is in effect through December 31 of that year.
Once you attest to meeting the 30 hours of CEBS Compliance credits, you are welcome and encouraged to highlight your compliant status on stationery, social media profiles, employer websites and other communications, and are eligible for a digital badge to announce your accomplishment. Non-compliance will not affect your ability to use the CEBS mark.
Alabama
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Alaska
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Arizona
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Arkansas
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
California
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Colorado
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Connecticut
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Delaware
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
District of Columbia
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Florida
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Georgia
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Hawaii
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Idaho
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Illinois
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Indiana
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Iowa
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Kansas
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Kentucky
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Louisiana
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Maine
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Maryland
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Massachusetts
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Michigan
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Minnesota
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Mississippi
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Missouri
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Montana
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Nebraska
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Nevada
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
New Hampshire
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
New Jersey
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
New Mexico
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
New York
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
North Carolina
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
North Dakota
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Ohio
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Oklahoma
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Oregon
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Pennsylvania
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Rhode Island
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
South Carolina
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
South Dakota
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Tennessee
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Texas
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Utah
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Vermont
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Virginia
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Washington
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
West Virginia
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Wisconsin
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
Wyoming
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
International
Wertheim, Scott
Title :
Wertheim, Scott
First Name :
Middle Name :
Last Name :
Display Name :
Scott A. Wertheim
Display Name French :
Credentials :
CEBS
Credentials French :
Title or Position :
Principal / Financial Advisor
Title or Position French :
Organization :
CAPTRUST
Organization French :
Role :
City :
Wayne
City French :
State :
PA
State French :
ExternalPK :
b6375a97-f9b3-dd11-8b6d-00065bf72f2e
Email :
[email protected]
Phone :
215-348-8811 x15114
Website :
External Image :
CPE Compliant :
CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
- CEBS Compliant - US
- PA
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