Scott Howard Fullman
Professional Summary
Scott Howard Fullman is a registered financial advisor currently at REVERE WEALTH MANAGEMENT LLC located in New York, New York and REVERE SECURITIES LLC located in Boca Raton, Florida. Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Scott has worked at 11 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 86, Series 87, Series 3, Series 7,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
REVERE WEALTH MANAGEMENT LLC
Contact Information
Main Address
560 Lexington Avenue 16th Floor, Suite B, New York, NY 10022Phone Number
(212) 688-2350# of Employees
7SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
101AUM (Assets Under Management)
$78,291,808Similar Advisors
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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.
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Primary Firm SEC Registration
REVERE WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(4/29/2025)
(6/23/2015)
(6/23/2015)
(6/23/2015)
(10/6/2023)
(2/19/2016)
(6/23/2015)
(2/19/2016)
(8/31/2023)
(6/23/2015)
(7/9/2024)
(2/19/2016)
(9/23/2026)
(6/23/2015)
(6/23/2015)
(5/30/2023)
(2/19/2016)
(5/1/2019)
(8/8/2022)
(6/23/2015)
(9/3/2026)
(2/19/2016)
(1/28/2016)
(1/28/2022)
(2/19/2016)
(2/19/2016)
(2/19/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Mar 2005About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Scott Howard Fullman's CRS (Customer Relationship Summary).
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