Scott Lavalley has been an investment adviser representative at Baldwin & Clarke Advisory Services since February 1994, and is not listed among the firm’s executive officers or direct owners.
Baldwin & Clarke Advisory Services LLC is a Bedford, NH firm with $466M under management, 294 clients and 4 advisers in one office, as of its July 2026 filing.
Scott Lavalley’s longest registration is the current one, 32 years at Baldwin & Clarke Advisory Services since 1994.
- Lincoln Financial Securities Corporation– · under a yearBedford, NH · Adviser representative · Firm CRD 3870
Investment adviser representative registrations
Scott Lavalley is registered as an investment adviser representative in New Hampshire, since February 1994.
- New HampshireSince 2 February 1994
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 8 December 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 December 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Scott David Lavalley
- CRD
- 2432273
- Firm
- Baldwin & Clarke Advisory Services · CRD 105666
- Office
- 1 Bedford Farms Drive, Suite 102, Bedford, NH 03110
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Scott Lavalley work?
Scott Lavalley is an investment adviser representative registered through Baldwin & Clarke Advisory Services LLC since February 1994, and is not listed among the firm’s executive officers or direct owners.
Is Scott Lavalley a financial advisor?
Yes. Scott Lavalley has a current investment-adviser registration in New Hampshire, through Baldwin & Clarke Advisory Services since February 1994.
How many years of experience does Scott Lavalley have?
Scott Lavalley has 32 years in the financial industry, since December 1993, across 2 adviser firms.
What exams has Scott Lavalley passed?
Scott Lavalley has passed 3 licensing exams: the Series 63, Series 6 and Series 26. The earliest, the Series 63, was passed in December 1993. FINRA credited Scott Lavalley with the SIE, which began in October 2018.
Where is Scott Lavalley based?
Scott Lavalley’s registered office is in Bedford, NH.
Is Scott Lavalley registered with FINRA?
Yes. Scott Lavalley has a current broker registration, under CRD 2432273.
Source: FINRA BrokerCheck
How can I verify Scott Lavalley’s record?
Search CRD 2432273 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Scott Lavalley’s full registration record.