• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
SCOTT ELLIOTT GERLACH
CRD#: 5824156
IA
Investment Adviser
CORDANT WEALTH PARTNERSCRD#: 152395 1211 SW FIFTH AVE
SUITE 2310
PORTLAND, OR 97204
Registration History
201020122014201620182020202220242026IACORDANT WEALTH PARTNERS (CRD# 152395)2015 - Present (10 years)IABINGHAM, OSBORN & SCARBOROUGH LLC (CRD# 110496)2010 - 2012 (2 years)
License(s)

State Registrations

IA
Arizona 3/11/2024

IA
Texas 4/7/2015

IA
California 2/8/2024

IA
Washington 4/7/2015

IA
Oregon 4/7/2015

Current Registration(s)
IA
CORDANT WEALTH PARTNERS (CRD#:152395)
1211 SW FIFTH AVE SUITE 2310, PORTLAND, OR 97204
Registered with this firm since 4/7/2015

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
11/01/2010 - 11/21/2012 BINGHAM, OSBORN & SCARBOROUGH LLC (CRD#:110496) SAN FRANCISCO, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.