Scott H. Fewin

ADHESION WEALTH ADVISOR SOLUTIONS

CHARLOTTE, NC 28209

Some features on this profile are disabled

CRD#: 2512530

Professional summary

Scott Hauser Fewin is a registered financial advisor currently at ADHESION WEALTH ADVISOR SOLUTIONS located in Charlotte, North Carolina.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Scott has worked at 9 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 10, Series 9 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.

Investment Advisor Representative of affiliate, Spire Wealth Management. Recruiter for Spire's parent company, Spire Investment Partners.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Hauser Fewin's 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

January 31, 2024 - Present

ADHESION WEALTH ADVISOR SOLUTIONS

Office #1: 2825 South Blvd Suite 500, Charlotte, NC 28209

RIA

CRD#: 143593

CHARLOTTE, NC

Past

January 5, 2021 - December 13, 2023

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

Charlotte, NC

Past

January 5, 2021 - December 13, 2023

SPIRE SECURITIES, LLC

CRD#: 144131

MCLEAN, VA

Past

March 13, 2017 - December 10, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Charlotte, NC

Past

March 13, 2017 - January 6, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

Charlotte, NC

Past

March 13, 2017 - January 6, 2021

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

April 17, 2013 - December 23, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

April 17, 2013 - December 23, 2016

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

November 28, 2011 - March 20, 2013

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

RESEARCH TRIANGLE PARK, NC

Past

November 28, 2011 - March 20, 2013

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

RESEARCH TRIANGLE PARK, NC

Past

September 29, 2011 - December 9, 2011

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

CHARLOTTE, NC

Past

September 29, 2011 - December 9, 2011

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

CHARLOTTE, NC

Past

September 8, 1994 - October 23, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

ADHESION WEALTH ADVISOR SOLUTIONS

ADHESION WEALTH ADVISOR SOLUTIONS | ATRIA INVESTMENTS, INC. | ATRIA INVESTMENTS LLC | ATRIA INVESTMENT MANAGEMENT, LLC | ATRIA INVESTMENT MANAGEMENT

CRD#: 143593 / SEC#: 801-67829

RIA

Registered Investment Advisory firm - (4/24/2007 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

North Carolina
(1/31/2024)

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 66

Date: 6/29/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 11/19/2012

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/27/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 8

Date: 9/5/1998

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

Current Firm

ADHESION WEALTH ADVISOR SOLUTIONS

ADHESION WEALTH ADVISOR SOLUTIONS | ATRIA INVESTMENTS, INC. | ATRIA INVESTMENTS LLC | ATRIA INVESTMENT MANAGEMENT, LLC | ATRIA INVESTMENT MANAGEMENT

CRD#: 143593 / SEC#: 801-67829

RIA

Registered Investment Advisory firm - (4/24/2007 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2825 South Blvd Suite 500, Charlotte, NC 28209

Mailing Address

Phone number

(888) 295-8351

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADHESION WEALTH ADVISOR SOLUTIONS: FORM ADV PART 2 BROCHURE 2024_12.2.24 (4/16/2025)

Regulatory assets under management

Total Number of Accounts	32,716
AUM (Assets Under Management)	$ 10,425,682,263

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.

Similar Advisors

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

Jon Hoyle

INNOVATION PARTNERS LLC

Charlotte, NC

Andrew Digirolamo

PFS INVESTMENTS INC.

Charlotte, NC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Scott H. Fewin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SPIRE WEALTH MANAGEMENT, LLC

SPIRE SECURITIES, LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ADHESION WEALTH ADVISOR SOLUTIONS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2011

SIE

Date: 10/1/2018

Series 3

Date: 11/19/2012

Series 7

Date: 8/27/1994

Series 10

Date: 1/2/2023

Series 9

Date: 1/2/2023

Series 8

Date: 9/5/1998

Current Firm

ADHESION WEALTH ADVISOR SOLUTIONS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADHESION WEALTH ADVISOR SOLUTIONS

TRUST BUT VERIFY

Similar Advisors