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SM

Scott A. Mackillop

Some features on this profile are disabled
CRD#: 2239819
SM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Andrew Mackillop was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 2005. Scott had worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 26, 2024 - January 13, 2025

GEOWEALTH MANAGEMENT LLC

RIA
CRD#: 148222
Lakewood, CO
Past

January 27, 2016 - March 25, 2024

FIRST ASCENT ASSET MANAGEMENT, LLC

RIA
CRD#: 281470
DENVER, CO
Past

July 19, 2005 - June 12, 2006

USF SERVICES, LLC

RIA
CRD#: 114894
SUGAR LAND, TX

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".
GM
GEOWEALTH MANAGEMENT LLC
GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA
Registered Investment Advisory firm - (2/25/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/23/2015
Uniform Investment Adviser Law Examination

Current Firm

GM
GEOWEALTH MANAGEMENT LLC
GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA
Registered Investment Advisory firm - (2/25/2010 Approved)
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Contact information

Main Address
444 N. Michigan Avenue Suite 3150, Chicago, IL 60611
Mailing Address
Phone number
(312) 219-9160
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GEOWEALTH WRAP FEE PROGRAM BROCHURE (11/7/2025)
ADV PART 2A - FIRM BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts77,019
AUM (Assets Under Management)$ 13,610,973,546

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.

Company Information

GEOWEALTH MANAGEMENT LLC

CRD#: 148222

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