Scott Whyte

BLOOM ADVISORS

Farmington Hills, MI 48334-2531

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CRD#: 1891582

Professional summary

Scott Whyte is a registered financial advisor currently at BLOOM ADVISORS located in Farmington Hills, Michigan.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Scott has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 8 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Whyte'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 21, 2010 - Present

BLOOM ADVISORS

Office #1: 31275 Northwestern Hwy Suite 145, Farmington Hills, MI 48334-2531

RIA

CRD#: 106152

Farmington Hills, MI

Past

March 27, 1991 - November 2, 2000

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

November 5, 1990 - March 22, 1991

FIRST OF MICHIGAN CORPORATION

CRD#: 311

DETROIT, MI

Past

November 23, 1988 - November 9, 1990

RONEY & CO. L.L.C.

CRD#: 900

DETROIT, MI

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".

BLOOM ADVISORS

BLOOM ADVISORS | BLOOM ASSET MANAGEMENT, INC. | BLOOM ASSET MANAGEMENT LLC | BLOOM ADVISORS, INC.

CRD#: 106152 / SEC#: 801-49217

RIA

Registered Investment Advisory firm - (5/22/1995 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

Michigan
(5/21/2010)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/4/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/1/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/19/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 11/22/1991

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

BLOOM ADVISORS

BLOOM ADVISORS | BLOOM ASSET MANAGEMENT, INC. | BLOOM ASSET MANAGEMENT LLC | BLOOM ADVISORS, INC.

CRD#: 106152 / SEC#: 801-49217

RIA

Registered Investment Advisory firm - (5/22/1995 Approved)

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Contact information

Main Address

31275 Northwestern Hwy Suite 145, Farmington Hills, MI 48334-2531

Mailing Address

Phone number

(248) 932-5200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLOOM ADVISORS ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,158
AUM (Assets Under Management)	$ 1,407,680,642

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/30/2024	Cover Page	Report
04/18/2024	Cover Page	Report
01/05/2023	Cover Page	Report

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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Firm Stability Insights

Scott Whyte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

FIRST OF MICHIGAN CORPORATION

RONEY & CO. L.L.C.

Primary Firm SEC Registration

BLOOM ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2010

Series 63

Date: 12/1/1988

Series 7

Date: 11/19/1988

Series 8

Date: 11/22/1991

Current Firm

BLOOM ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLOOM ADVISORS

TRUST BUT VERIFY

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