Whelan Scott Asset Management Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Whelan Scott Asset Management provides investment and advisory services. As an investment advisory firm, we integrate needs and strategies to achieve client peace of mind through ongoing management and asset protection. We provide industry-leading solutions to both individuals and institutions.

Securities offered through registered representatives of Cambridge Investment Research, Inc. a broker dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research, Inc. a Registered Investment Advisor. Cambridge and Whelan Scott Asset Management are not affiliated. 1 Madison Avenue, Morristown NJ 07960.

Find Whelan Scott Asset Management employees' phone numbers or email addresses

Whelan Scott Asset Management Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Whelan Scott Asset Management's Leadership

  • Stylized image of a person
    D. C. S.
    Founder & Ceo
    Phone icon
  • Stylized image of a person
    W. S.
    Partner
    Phone icon
  • Stylized image of a person
    T. G. W.
    Partner
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  • Stylized image of a person
    G. E.
    Director
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  • Stylized image of a person
    R. H.
    Director
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  • Stylized image of a person
    A. W.
    Financial Advisor
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  • Stylized image of a person
    T. K.
    Customer Service Representative
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  • Stylized image of a person
    K. K.
    Financial Advisor
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Whelan Scott Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Branding
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Whelan Scott Asset Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. S.
    Partner
    Phone icon
    United StatesNew Jersey
    Oct 21, 2025
  • Stylized image of a person
    T. G. W.
    Partner
    Phone icon
    United StatesNew Jersey
    Nov 04, 2025
  • Stylized image of a person
    D. C. S.
    Founder & Ceo
    Phone icon
    United StatesGeorgia
    Jul 27, 2024
  • Stylized image of a person
    G. E.
    Director
    Phone icon
    UNITED KINGDOMHampshire
    Oct 31, 2023
  • Stylized image of a person
    R. H.
    Director
    Phone icon
    UNITED KINGDOMHampshire
    Oct 31, 2023
  • Stylized image of a person
    A. W.
    Financial Advisor
    Phone icon
    United StatesNew Jersey
    Nov 18, 2025
  • Stylized image of a person
    T. K.
    Customer Service Representative
    Phone icon
    United StatesNew York
    Oct 19, 2025
  • Stylized image of a person
    K. K.
    Financial Advisor
    Phone icon
    United StatesNew Jersey
    Oct 17, 2024
  • Stylized image of a person
    L. D. G.
    Client Management And Digital And Social Media Coordinator
    Phone icon
    United StatesNew Jersey
    Feb 26, 2024

Frequently Asked Questions

What is Whelan Scott Asset Management known for?

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Whelan Scott Asset Management was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 1 Madison Avenue Morristown, New Jersey 07960 United States; you can contact the main corporate office by phone at . Explore Whelan Scott Asset Management's company overview page for more information.

What is Whelan Scott Asset Management's most common email format?

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Whelan Scott Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Whelan Scott Asset Management email formats with LeadIQ.

How many employees does Whelan Scott Asset Management have currently?

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Whelan Scott Asset Management has approximately 5 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Whelan Scott Asset Management's key employees and leadership?

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As of February 2026, Whelan Scott Asset Management's key employees include:

  • Founder & Ceo: D. C. S.
  • Partner: W. S.
  • Partner: T. G. W.
  • Director: G. E.
  • Director: R. H.

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