Scott H. Fullman

REVERE WEALTH MANAGEMENT LLC

New York, NY 10022

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CRD#: 1516584

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

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.

- FULLMAN TECHNOLOGIES, INC.; 46 REDWOOD LOOP STATEN ISLAND, NY 10309; NATURE: EDUCATIONAL,PROVIDE EDUCATIONAL MATERIALS FOR OPTIONS BUSINESS (WROTE OPTIONS BOOK); START DATE: 1989; POSITION:PRESIDENT,ESTIMATED DEVOTED TIME: (6HRS. MONTHLY); FULLMAN TECHNOLOGIES, INC. - PRESIDENT & FOUNDER - Revere Wealth Management, LLC.; 650 Fifth Avenue, 35th FL, New York, NY 10019; Nature: Manage Client Accounts, Supervise other IAR's; Position: Investment Advisor Representative, M.D., Estimated Time Devoted: 25-30 hours monthly - can include business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Howard Fullman'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®

None

Experience

Current

May 1, 2019 - Present

REVERE WEALTH MANAGEMENT LLC

Office #1: 560 Lexington Avenue 16th Floor, Suite B, New York, NY 10022

RIA

CRD#: 170560

New York, NY

Current

June 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 10022

CRD#: 14178

BOCA RATON, FL

Past

February 11, 2014 - December 9, 2014

OLYMPIAN INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 151690

NEW YORK, NY

Past

January 17, 2012 - January 6, 2014

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

August 17, 2011 - October 31, 2011

GLOBAL HUNTER SECURITIES, LLC

CRD#: 123003

NEW YORK, NY

Past

February 16, 2011 - July 6, 2011

BTIG, LLC

CRD#: 122225

NEW YORK, NY

Past

April 17, 2008 - February 22, 2011

WJB CAPITAL GROUP, INC.

CRD#: 37334

NEW YORK, NY

Past

February 23, 2007 - March 12, 2008

SRT SECURITIES LLC

CRD#: 33725

BIRMINGHAM, MI

Past

December 11, 2003 - March 5, 2007

HAPOALIM SECURITIES USA, INC.

CRD#: 266

NEW YORK, NY

Past

April 14, 1993 - October 3, 2002

SWISS AMERICAN SECURITIES INC.

CRD#: 7973

NEW YORK, NY

Past

July 23, 1986 - April 19, 1993

FINANCIAL SQUARE PARTNERS

CRD#: 1541

NEW YORK, NY

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".

REVERE WEALTH MANAGEMENT LLC

CRD#: 170560 / SEC#: 801-110372

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

New York

Registered Investment Advisory firm - (6/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (6/28/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(4/29/2025)

California
(6/23/2015)

Connecticut
(6/23/2015)

Florida
(6/23/2015)

IAR

Florida
(10/6/2023)

Georgia
(2/19/2016)

Illinois
(6/23/2015)

Indiana
(2/19/2016)

Iowa
(8/31/2023)

Massachusetts
(6/23/2015)

IAR

Massachusetts
(7/9/2024)

Michigan
(2/19/2016)

New Jersey
(6/23/2015)

New York
(6/23/2015)

IAR

New York
(5/30/2023)

Ohio
(2/19/2016)

IAR

Ohio
(5/1/2019)

Oklahoma
(8/8/2022)

Pennsylvania
(6/23/2015)

Rhode Island
(2/19/2016)

South Carolina
(1/28/2016)

South Dakota
(1/28/2022)

Texas
(2/19/2016)

Virginia
(2/19/2016)

West Virginia
(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

State Security Law Exam

IAR

Series 65

Date: 11/1/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 4/29/2005

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 3/22/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 3

Date: 10/25/1988

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/19/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/5/2004

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 7/24/1998

Registered Options Principal Examination

SRO Registrations

FINRA

Current Firm

REVERE WEALTH MANAGEMENT LLC

CRD#: 170560 / SEC#: 801-110372

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

New York

Registered Investment Advisory firm - (6/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (6/28/2017 Terminated)

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Contact information

Main Address

560 Lexington Avenue 16th Floor, Suite B, New York, NY 10022

Mailing Address

Phone number

(212) 688-2350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REVERE WEATH MANAGEMENT LLC PART II BROCHURE - MARCH 31, 2025 (4/2/2025)

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 76,783,492

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.

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Advisor Monitoring

Firm Stability Insights

Scott H. Fullman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Howard Fullman's CRS (Customer Relationship Summary).

Certified licenses

Experience

REVERE SECURITIES LLC

OLYMPIAN INVESTMENT MANAGEMENT, LLC

OPPENHEIMER & CO. INC.

GLOBAL HUNTER SECURITIES, LLC

BTIG, LLC

WJB CAPITAL GROUP, INC.

SRT SECURITIES LLC

HAPOALIM SECURITIES USA, INC.

SWISS AMERICAN SECURITIES INC.

FINANCIAL SQUARE PARTNERS

Primary Firm SEC Registration

REVERE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/1/2018

Series 63

Date: 8/26/1986

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 86

Date: 4/29/2005

Series 87

Date: 3/22/2005

Series 3

Date: 10/25/1988

Series 7

Date: 7/19/1986

Series 24

Date: 3/5/2004

Series 4

Date: 7/24/1998

FINRA

Current Firm

REVERE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVERE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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