Scott E. Whytock

AUGUST WEALTH MANAGEMENT

Portland, ME 04101

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CRD#: 3072522

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.

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.

1. BLENDED PROPERTIES, LLC; NON-INVESTMENT RELATED; 14 HIDDEN CREEK DR., SCARBOROUGH, ME 04074; REAL ESTATE DEVELOPMENT; MANAGING MEMBER; 03/2019; APPROXIMATELY 4 HOURS PER MONTH; CO-MANAGE PROPERTY DEVELOPMENT OF RESIDENTIAL REAL ESTATE INVESTMENTS. 2. J. MURPHY ASSET AND TAX MANAGEMENT; INVESTMENT RELATED; 306 BRIDGTON RD., WESTBROOK, ME 04092; INVESTMENT ADVISOR; INVESTMENT ADVISOR REPRESENTATIVE; APPROX. 40 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INVESTMENT ADVISOR REPRESENTATIVE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Everett Whytock'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

March 4, 2011 - Present

AUGUST WEALTH MANAGEMENT

Office #1: 66 Pearl Street, Suite 310, Portland, ME 04101

RIA

CRD#: 155739

Portland, ME

Past

August 1, 2023 - November 6, 2025

J. MURPHY ASSET AND TAX MANAGEMENT

RIA

CRD#: 286006

PORTLAND, ME

Past

February 17, 2011 - March 4, 2011

AURORA FINANCIAL GROUP, LLC

RIA

CRD#: 134895

PORTLAND, ME

Past

March 31, 2006 - December 31, 2010

AURORA FINANCIAL GROUP, LLC

RIA

CRD#: 134895

PORTLAND, ME

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

Maine
(3/4/2011)

IAR

New Hampshire
(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

State Security Law Exam

IAR

Series 65

Date: 3/17/2006

Uniform Investment Adviser Law Examination

Current Firm

AUGUST WEALTH MANAGEMENT

AUGUST FINANCIAL GROUP, LLC | WHYTOCK, SCOTT EVERETT | AUGUST WEALTH MANAGEMENT, L.L.C. | AUGUST WEALTH MANAGEMENT

CRD#: 155739 / SEC#:

Maine

Registered Investment Advisory firm - (3/4/2011 Approved)

New Hampshire

Registered Investment Advisory firm - (10/1/2021 Approved)

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Contact information

Main Address

66 Pearl Street, Suite 310, Portland, ME 04101

Mailing Address

Phone number

(207) 358-3110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 24,671,053

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Scott E. Whytock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Everett Whytock's CRS (Customer Relationship Summary).

Certified licenses

Experience

AUGUST WEALTH MANAGEMENT

J. MURPHY ASSET AND TAX MANAGEMENT

AURORA FINANCIAL GROUP, LLC

AURORA FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2006

Current Firm

AUGUST WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AUGUST WEALTH MANAGEMENT

TRUST BUT VERIFY

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