Niva WealthLet’s talk

Scott Santin

Managing Partner, Chief Compliance Officer at Concord Advisory Group

Officer record from the firm’s Form ADVForm ADV filed 11 March 2026

Scott Santin is Managing Partner, Chief Compliance Officer of Concord Advisory Group LTD, a Princeton investment adviser.

Role at Concord Advisory Group

Title on Schedule A
Managing Partner, Chief Compliance Officer
Control
Scott Santin is a control person of Concord Advisory Group.
Ownership
The filed direct ownership band is 25% to 50%.
Tenure
Scott Santin has held the filed role since April 1990.

The firm

Concord Advisory Group LTD
Princeton, NJ

Form ADV filed 11 March 2026

$46.2B AUM204 clients12 advisers2 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Scott Santin is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Scott Santin
CRD
1436339
Firm
Concord Advisory Group LTD
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Scott Santin work?

Scott Santin has been Managing Partner, Chief Compliance Officer of Concord Advisory Group LTD since April 1990, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 11 March 2026

Leadership at Concord Advisory Group

Sources

  1. IAPD individual lookup, CRD 1436339. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Concord Advisory Group LTD, filed 11 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Scott Santin or Concord Advisory Group LTD and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.