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Scott B
Series 66
Atlanta, GA
San Blas Advisory, Inc.
Scott Bremus is a financial advisor with San Blas Advisory, Inc. based in Atlanta, GA. He holds a Series 66 designation and has 26 years of industry experience. His prior work includes roles at Eudaimonia Partners, LLC, LPL Financial LLC, Hamilton Investment Counsel, LLC, and Citigroup Global Markets. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and businesses. The firm manages approximately $218.9 million for around 664 clients, utilizing a combination of fundamental, technical, and qualitative analysis in its investment approach.
Steven P
Series 66
St. Petersburg, FL
San Blas Advisory, Inc.
Steven Price is a financial advisor at San Blas Advisory, Inc. with eight years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial, CL Wealth Management LLC, and Cabot Lodge Securities LLC. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and businesses. The firm uses a combination of fundamental, technical, and qualitative analysis in its investment approach and manages a range of investment vehicles including equities, mutual funds, ETFs, and options.
Ronald D
Series 66
Naperville, IL
San Blas Advisory, Inc.
Ronald Doweidt is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Prosperity Wealth Management, Brokers International Financial Services, and Morgan Stanley Dw Inc. He is based in Naperville, IL. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals and businesses, managing approximately $218.9 million for about 664 clients. The firm’s investment approach integrates fundamental, technical, and qualitative analysis, using a range of investment vehicles and offering access to third-party managers while allowing clients to set account restrictions.
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