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SM

Scott W. Morton

FOURPATH CAPITAL MANAGEMENT
OKLAHOMA CITY, OK 73142
Some features on this profile are disabled
CRD#: 1342554
SM

Professional summary

Scott William Morton, CFP® is a registered financial advisor currently at FOURPATH CAPITAL MANAGEMENT, LLC located in Oklahoma City, Oklahoma.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Scott has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RENTAL PROPERTY, INV RELATED, CHOCTAW, OK, 100% OWNERSHIP, START 1/1/2018, 1 HOUR PER MONTH, .5 HOURS DURING TRADING, LANDLORD. MORTON 77; INV RELATED; CHOCTAW, OK; 100% OWNERSHIP; START 01/01/2024; 5 HOURS PER MONTH; 0 HOURS DURING TRADING; FARM BUSINESS FARMING; INV RELATED; CHOCTAW, OK; 100% OWNERSHIP; START 03/18/2024; 12 HOURS PER MONTH; 0 HOURS DURING TRADING; RAISING CATTLE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott William Morton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1989

Experience

Current

July 18, 2024 - Present

FOURPATH CAPITAL MANAGEMENT, LLC

Office #1: 4727 Gaillardia Parkway Suite 120, Oklahoma City, OK 73142
RIA
CRD#: 313573
OKLAHOMA CITY, OK
Past

August 30, 2013 - July 22, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
EDMOND, OK
Past

August 30, 2013 - July 22, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
EDMOND, OK
Past

June 1, 2009 - September 6, 2013

MORGAN STANLEY

RIA
CRD#: 149777
OKLAHOMA CITY, OK
Past

June 1, 2009 - September 6, 2013

MORGAN STANLEY

BD
CRD#: 149777
OKLAHOMA CITY, OK
Past

March 27, 1997 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
OKLAHOMA CITY, OK
Past

March 4, 1986 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
OKLAHOMA CITY, OK
Past

April 1, 1985 - March 7, 1986

ANDERSON, BRYANT & CO.

BD
CRD#: 13185

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FOURPATH CAPITAL MANAGEMENT, LLC
FOURPATH CAPITAL MANAGEMENT, LLC | REUTERJAMES WEALTH MANAGEMENT | REUTER JAMES WEALTH MANAGEMENT, LLC | PROSPERA PRIVATE WEALTH, LLC

CRD#: 313573 / SEC#: 801-120960

RIA
Registered Investment Advisory firm - (4/26/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(7/18/2024)
IAR
Texas
(7/18/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/5/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/25/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/16/1985
General Securities Representative Examination

Current Firm

FC
FOURPATH CAPITAL MANAGEMENT, LLC
FOURPATH CAPITAL MANAGEMENT, LLC | REUTERJAMES WEALTH MANAGEMENT | REUTER JAMES WEALTH MANAGEMENT, LLC | PROSPERA PRIVATE WEALTH, LLC

CRD#: 313573 / SEC#: 801-120960

RIA
Registered Investment Advisory firm - (4/26/2021 Approved)
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Contact information

Main Address
4727 Gaillardia Parkway Suite 120, Oklahoma City, OK 73142
Mailing Address
Phone number
(405) 253-6080
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FOURPATH CAPITAL MANAGEMENT FORM ADV WRAP BROCHURE (2/20/2025)
FOURPATH CAPITAL MANAGEMENT FORM ADV PART 2A BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts2,197
AUM (Assets Under Management)$ 931,104,788

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FOURPATH CAPITAL MANAGEMENT, LLC

CRD#: 313573Oklahoma City, OK 73142

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Contact information

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