Scott Frank has been an investment adviser representative at Dewitt Investment Research & Management since May 2018, and is not listed among the firm’s executive officers or direct owners.
Dewitt Investment Research & Management Inc is a Collegeville, PA firm with $123M under management, 85 clients and 3 advisers across 2 offices, as of its April 2026 filing.
Scott Frank is with DeWitt Capital Management. He spent two decades on the institutional investment side of the business, analyzing hedge funds for a global fund-of-funds and a single family office, researching emerging hedge fund managers and chairing an equity fund company board.
Scott Frank’s longest registration is the current one, 8 years at Dewitt Investment Research & Management since 2018. Before joining Dewitt Investment Research & Management in 2018, Scott Frank was registered through ETF Model Solutions, LLC and Blue Spruce Global Advisors, LLC.
- Dewitt Capital ManagementCurrent– present · 8 yearsQueen Creek, AZ · Adviser representative · Firm CRD 108232
- ETF Model Solutions, LLC– · under a yearRamsey, NJ · Adviser representative · Firm CRD 168410
- – · under a yearFranklin Lakes, NJ · Adviser representative · Firm CRD 108232
- Blue Spruce Global Advisors, LLC– · 6 yearsFranklin Lakes, NJ · Adviser representative · Firm CRD 143047
- Blue Spruce Global Advisors, LLC– · under a yearFranklin Lakes, NJ · Adviser representative · Firm CRD 143047
- Merrill Lynch Pierce Fenner & Smith Inc.– · 1 yearAuburn Hills, MI · Adviser representative · Firm CRD 7691
Professional designations
Listed by Dewitt Investment Research & Management
- Chartered Alternative Investment Analyst (CAIA®)
- Certified Private Wealth Advisor (CPWA®)
Investment adviser representative registrations
Scott Frank is registered as an investment adviser representative in 2 states. The first approvals date from May 2018; the most recent is Arizona, in January 2023.
- ArizonaSince 24 January 2023
- PennsylvaniaSince 3 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 16 July 2007 |
| Series 66 | Uniform Combined State Law Examination | 7 February 2005 |
| Series 7 | General Securities Representative Examination | 13 January 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Scott David Frank
- CRD
- 4878066
- Firm
- Dewitt Investment Research & Management · CRD 108232
- Office
- Queen Creek, AZ
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mvpmoneymoves.com
Where does Scott Frank work?
Scott Frank is an investment adviser representative registered through Dewitt Investment Research & Management Inc since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Scott Frank a financial advisor?
Yes. Scott Frank has a current investment-adviser registration in Arizona and Pennsylvania, through Dewitt Investment Research & Management since May 2018.
How many years of experience does Scott Frank have?
Scott Frank has 17 years in the financial industry, since September 2009, across 4 adviser firms.
What exams has Scott Frank passed?
Scott Frank has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2005. FINRA credited Scott Frank with the SIE, which began in October 2018.
Where did Scott Frank work before Dewitt Investment Research & Management?
Before Dewitt Investment Research & Management, Scott Frank was registered through ETF Model Solutions, LLC, February 2018 to April 2018; Blue Spruce Global Advisors, LLC, June 2009 to September 2015; Blue Spruce Global Advisors, LLC, March 2007 to December 2007; Merrill Lynch Pierce Fenner & Smith Inc., February 2005 to April 2006.
Where is Scott Frank based?
Scott Frank’s registered office is in Queen Creek, AZ.
Is Scott Frank registered with FINRA?
No. Scott Frank has no current broker registration.
How can I verify Scott Frank’s record?
Search CRD 4878066 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Frank’s full registration record.
