Scott M. Stratton
Professional summary
Scott Michael Stratton, who also goes by Scott Michael Zgoda, is a registered financial advisor currently at EHG WEALTH MANAGEMENT located in San Francisco, California.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Scott has worked at 9 firms and has passed the Series 65, Series 63, Series 6, Series 2 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scott Michael Stratton's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 17, 2026 - Present
EHG WEALTH MANAGEMENT
November 13, 2023 - June 3, 2025
PARALLEL ADVISORS, LLC
February 8, 2022 - May 19, 2022
CAMARDA WEALTH ADVISORY GROUP
October 27, 2021 - December 31, 2021
SYNERGIE CAPITAL MANAGEMENT
May 22, 2006 - March 9, 2021
FISHER INVESTMENTS
October 4, 2001 - March 19, 2002
QUASAR DISTRIBUTORS, LLC
December 19, 2000 - October 4, 2001
FIRST FUND DISTRIBUTORS, INC.
September 11, 1997 - October 30, 1998
FIRST FUND DISTRIBUTORS, INC.
July 8, 1997 - March 11, 2003
FISHER INVESTMENTS
June 24, 1987 - November 15, 1989
UBS FINANCIAL SERVICES INC.
March 6, 1986 - June 16, 1987
TOWER SQUARE SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/17/2026)
Exams
Series 2
Date: 7/17/1995
Non-Member General Securities ExaminationCurrent Firm
EHG WEALTH MANAGEMENT
CRD#: 342819 / SEC#: 801-136620
Contact information
SEC notice filing (7 States and Territories)
Documents
Red Flags
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