Scott H. 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, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scott Howard Fullman's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2019 - Present
REVERE WEALTH MANAGEMENT LLC
Office #1: 560 Lexington Avenue 16th Floor, Suite B, New York, NY 10022June 23, 2015 - Present
REVERE SECURITIES LLC
Office #1: 1900 Nw Corporate Blvd Suite W105, Boca Raton, FL 33431Office #2: 560 Lexington Avenue 16th Floor, New York, NY 10022Office #3: 560 Lexington Avenue 16th Floor, New York, NY 10022February 11, 2014 - December 9, 2014
OLYMPIAN INVESTMENT MANAGEMENT, LLC
January 17, 2012 - January 6, 2014
OPPENHEIMER & CO. INC.
August 17, 2011 - October 31, 2011
GLOBAL HUNTER SECURITIES, LLC
February 16, 2011 - July 6, 2011
BTIG, LLC
April 17, 2008 - February 22, 2011
WJB CAPITAL GROUP, INC.
February 23, 2007 - March 12, 2008
SRT SECURITIES LLC
December 11, 2003 - March 5, 2007
HAPOALIM SECURITIES USA, INC.
April 14, 1993 - October 3, 2002
SWISS AMERICAN SECURITIES INC.
July 23, 1986 - April 19, 1993
FINANCIAL SQUARE PARTNERS
Primary Firm SEC Registration
REVERE WEALTH MANAGEMENT LLC
CRD#: 170560 / SEC#: 801-110372
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(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)
(6/23/2015)
(6/23/2015)
(5/30/2023)
(2/19/2016)
(5/1/2019)
(8/8/2022)
(6/23/2015)
(2/19/2016)
(1/28/2016)
(1/28/2022)
(2/19/2016)
(2/19/2016)
(2/19/2016)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
REVERE WEALTH MANAGEMENT LLC
CRD#: 170560 / SEC#: 801-110372
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 101 |
| AUM (Assets Under Management) | $ 76,783,492 |
Red Flags
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