Scott Everett Whytock
CFP®Professional Summary
Scott Everett Whytock, CFP® is a registered financial advisor currently at AUGUST WEALTH MANAGEMENT located in Portland, Maine. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Scott has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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PFS INVESTMENTS INC.
Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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PFS INVESTMENTS INC.
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Disclosures on record.
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PFS INVESTMENTS INC.
Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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PFS INVESTMENTS INC.
Current Firm
AUGUST FINANCIAL GROUP, LLC | WHYTOCK, SCOTT EVERETT | AUGUST WEALTH MANAGEMENT, L.L.C. | AUGUST WEALTH MANAGEMENT
Contact Information
Main Address
66 Pearl Street, Suite 310, Portland, ME 04101Phone Number
(207) 358-3110# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
201AUM (Assets Under Management)
$30,404,369Similar Advisors
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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PFS INVESTMENTS INC.
State Registrations and Notice Filings
(3/4/2011)
(10/1/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Everett Whytock's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.
