Scott A. Tittle

BLUEPRINT WEALTH MANAGEMENT

Roswell, GA

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CRD#: 2141392

Professional summary

Scott Alan Tittle is a registered financial advisor currently at BLUEPRINT WEALTH MANAGEMENT located in Roswell, Georgia.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Scott has worked at 9 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 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 Alan Tittle'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

November 26, 2012 - Present

BLUEPRINT WEALTH MANAGEMENT

RIA

CRD#: 166264

Roswell, GA

Past

April 18, 2005 - November 30, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CANTON, GA

Past

April 18, 2005 - November 30, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CANTON, GA

Past

October 20, 2004 - April 18, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

ATLANTA, GA

Past

October 20, 2004 - April 18, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

May 6, 2004 - October 20, 2004

QUICK & REILLY, INC.

RIA

CRD#: 11217

ATLANTA, GA

Past

September 3, 2003 - October 20, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

October 8, 2001 - August 7, 2003

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

March 12, 1998 - September 25, 2001

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

May 2, 1997 - March 13, 1998

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

February 1, 1994 - May 6, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 22, 1991 - December 14, 1993

F.N. WOLF & CO., INC.

CRD#: 13051

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".

BLUEPRINT WEALTH MANAGEMENT

360 WEALTH MANAGEMENT | BLUEPRINT WEALTH MANAGEMENT, LLC | BLUEPRINT WEALTH MANAGEMENT

CRD#: 166264 / SEC#: 801-132673

RIA

Registered Investment Advisory firm - (4/30/2025 Approved)

Georgia

Registered Investment Advisory firm - (11/26/2012 Approved)

Louisiana

Registered Investment Advisory firm - (6/12/2017 Approved)

Texas

Registered Investment Advisory firm - (12/31/2018 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/26/2012)

IAR

Louisiana
(6/12/2017)

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: 3/1/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/22/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 8/11/1995

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/19/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/30/1992

General Securities Principal Examination

Current Firm

BLUEPRINT WEALTH MANAGEMENT

360 WEALTH MANAGEMENT | BLUEPRINT WEALTH MANAGEMENT, LLC | BLUEPRINT WEALTH MANAGEMENT

CRD#: 166264 / SEC#: 801-132673

RIA

Registered Investment Advisory firm - (4/30/2025 Approved)

Georgia

Registered Investment Advisory firm - (11/26/2012 Approved)

Louisiana

Registered Investment Advisory firm - (6/12/2017 Approved)

Texas

Registered Investment Advisory firm - (12/31/2018 Terminated)

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Contact information

Main Address

Roswell, GA

Mailing Address

300 Colonial Center Parkway Suite 100, Roswell, GA 30076

Phone number

(678) 807-4007

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 BLUEPRINT WEALTH MANAGEMENT FORM ADV PART 2A (4/30/2025)

Regulatory assets under management

Total Number of Accounts	99
AUM (Assets Under Management)	$ 120,314,971

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 A. Tittle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

QUICK & REILLY, INC.

QUICK & REILLY, INC.

TD AMERITRADE, INC.

EDWARD JONES

A. G. EDWARDS & SONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

F.N. WOLF & CO., INC.

Primary Firm SEC Registration

BLUEPRINT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/1994

Series 63

Date: 4/22/1991

Series 31

Date: 8/11/1995

Series 7

Date: 4/19/1991

Series 24

Date: 3/30/1992

Current Firm

BLUEPRINT WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT WEALTH MANAGEMENT

TRUST BUT VERIFY

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