Scott G. Pinkerton
FOURTHOUGHT FINANCIAL PARTNERS. | Managing Partner
Venice, FL 34285
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CRD#: 1443019
Professional summary
Scott George Pinkerton, AIF®, CFP®, CIMA®, CPWA® is a registered financial advisor currently at FOURTHOUGHT FINANCIAL PARTNERS, LLC. located in Venice, Florida.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Scott has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 8 exams.
Biography
Scott Pinkerton is a Certified Financial Planner™ who leads the team at FourThought Private Wealth, a financial planning and wealth management firm headquartered in Venice, FL. In January of 2020, the firm became a registered investment advisor (RIA) and changed its name from Pinkerton Private Wealth to FourThought Private Wealth (registered with the SEC as FourThought Financial, LLC). The firm has been in business continuously since 1968, when Scott's father, Sam Pinkerton opened what was then an A.G. Edwards office.
Scott and his team transitioned to the RIA model so they could better pursue the firm's mission: to relieve stress for its clients through good decisions and thoughtful financial planning. As a fee-only RIA, they serve as fiduciaries to their clients and avoid all conflicts of interest.
With both CIMA® and CPWA® designations in addition to his CFP®, Scott serves a roster of high-net-worth clients representing all stages of life, from retired professionals to corporate executives and small business owners. Along with FourThought's chief investment officer and through FourThought's sister brand, FourThought Institutions (fourthoughtinstitutions.com), he also serves institutional clients ranging from college endowments to corporate retirement plans.
¹ Pinkerton Private Wealth is FourThought Private Wealth as of January 1, 2020.
Question & Answer
What are your service offerings?
Executive services/Equity comp...
Trading individual securities
Financial planning
Trust & estate planning
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
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.
SARASOTA COUNTY FL SCHOOL BOARD; INV RELATED; SARASOTA, FL; FINANCIAL ADVISORY COMMITTEE MEMBER; START DATE 4/2017; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: PROVIDE CITIZENS' OVERSIGHT OF THE DISTRICT'S USE OF OPERATING FUNDS, PROVIDE OVERSIGHT FOR THE USE OF CAPITAL FUNDING GENERATED BY THE DISTRICT'S SHARE OF A ONE-PERCENT COUNTY SALES TAX AND REVIEWING ISSUES.
PINKERTON WEALTH MANAGEMENT GROUP, INV. RELATED, VENICE, FL. 100% OWNERSHIP, START: 1987, 241 HOURS/MONTH, 241 HOURS DURING TRADING, FINET PRACTICE.
RIA ENTITY - FOURTHOUGHT FINANCIAL LLC, INVT RELATED, VENICA, FL, 80% OWNERSHIP, START DATE 9/16/2019, 18 HRS PER MONTH, 1 HR DURING TRADING, MANAGING PARTNER, INVESTMENT ADVISOR.
CRS (Client Relationship Summary) - RIA
Click below to view Scott George Pinkerton's 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®
Start date: 1989
CPWA®
Start date: 2018-03-29
Expire date: 2024-08-31
Experience
Current
November 14, 2022 - Present
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
Office #1: 310 W. Venice Avenue Suite 201, Venice, FL 34285RIA
CRD#: 323060
Venice, FL
Past
April 3, 2020 - December 9, 2022
FOURTHOUGHT PRIVATE WEALTH
RIA
CRD#: 306017
VENICE, FL
Past
July 15, 2016 - January 7, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
VENICE, FL
Past
July 15, 2016 - January 7, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
VENICE, FL
Past
January 1, 2008 - July 15, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
VENICE, FL
Past
January 1, 2008 - July 15, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
VENICE, FL
Past
July 18, 1994 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
VENICE, FL
Past
January 10, 1986 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
VENICE, FL
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".
FF
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
CRD#: 323060 / SEC#: 801-126759
RIA
Registered Investment Advisory firm - (10/21/2022 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
Florida(12/8/2022)
IAR
Texas(11/14/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/27/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
FF
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
CRD#: 323060 / SEC#: 801-126759
RIA
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Contact information
Main Address
310 W. Venice Avenue Suite 201, Venice, FL 34285
Mailing Address
Phone number
(941) 408-8557
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,882 |
| AUM (Assets Under Management) | $ 1,589,562,254 |
Red Flags
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Company Information
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
Managing PartnerCRD#: 323060Venice, FL 34285TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
