Scott D. Tuxbury

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CRD#: 2678904

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 David Tuxbury was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1996. Scott had worked at 11 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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

July 3, 2024 - October 8, 2024

ACCELERATE RETIREMENT

RIA

CRD#: 325859

Newton, MA

Past

October 8, 2019 - October 18, 2024

LION STREET ADVISORS, LLC

RIA

CRD#: 167610

Newton, MA

Past

November 8, 2016 - December 21, 2017

PFE ADVISORS, INC.

RIA

CRD#: 144798

SOUTHBOROUGH, MA

Past

April 20, 2016 - November 16, 2016

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Providence, RI

Past

March 23, 2016 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Providence, RI

Past

March 3, 2016 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Providence, RI

Past

August 5, 2010 - August 21, 2015

MFA ASSET MANAGEMENT, LLC

RIA

CRD#: 133164

TEWKSBURY, MA

Past

February 2, 2010 - July 29, 2010

NYLIFE SECURITIES LLC

CRD#: 5167

WALTHAM, MA

Past

December 18, 2009 - January 27, 2010

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

DEDHAM, MA

Past

December 11, 2009 - January 27, 2010

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

DEDHAM, MA

Past

March 10, 2009 - January 8, 2010

NYLIFE SECURITIES LLC

CRD#: 5167

WALTHAM, MA

Past

August 30, 2006 - February 10, 2009

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Past

May 18, 1998 - June 13, 2002

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

May 21, 1996 - April 8, 1998

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

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".

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 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.

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

Series 63

Date: 3/28/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/15/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/3/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/16/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

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Contact information

Main Address

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656

Mailing Address

Phone number

(888) 439-7071

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACCELERATE INVESTMENT ADVISORS ADV 2A 05.12.2025 (5/12/2025)

Regulatory assets under management

Total Number of Accounts	704
AUM (Assets Under Management)	$ 242,848,720

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 D. Tuxbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LION STREET ADVISORS, LLC

PFE ADVISORS, INC.

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MFA ASSET MANAGEMENT, LLC

NYLIFE SECURITIES LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

NYLIFE SECURITIES LLC

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

FIDELITY DISTRIBUTORS COMPANY LLC

BOFA DISTRIBUTORS, INC.

Primary Firm SEC Registration

ACCELERATE RETIREMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 3/28/2016

Series 66

Date: 10/15/2009

SIE

Date: 9/22/2016

Series 7

Date: 3/3/2016

Series 6

Date: 5/16/1996

Current Firm

ACCELERATE RETIREMENT

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCELERATE RETIREMENT

TRUST BUT VERIFY

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