Scott A. Birmingham

REDW WEALTH LLC

FRANKLIN, TN

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CRD#: 3272484

Professional summary

Scott Andrew Birmingham, CFP®, ChFC®, CLU® is a registered financial advisor currently at REDW WEALTH LLC located in Franklin, Tennessee.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Scott has worked at 10 firms and has passed the Series 66, Series 63, Series 65 and Series 7 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.

FAIR SHARE DIVORCES, LLC; INVESTMENT-RELATED: NO; FRANKLIN, TN; DIVORCE CONSULTING; PRESIDENT; 07/2024 - PRESENT; APPROXIMATELY 10 HOURS PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Andrew Birmingham's CRS (Customer Relationship Summary).

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: 2003

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

October 28, 2024 - Present

REDW WEALTH LLC

RIA

CRD#: 109446

FRANKLIN, TN

Past

January 4, 2024 - March 12, 2024

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

CRD#: 116407

FRANKLIN, TN

Past

May 1, 2019 - January 9, 2024

ASSET MANAGEMENT RESOURCES, LLC

RIA

CRD#: 145296

FRANKLIN, TN

Past

May 15, 2007 - September 26, 2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

BOSTON, MA

Past

April 30, 2007 - September 26, 2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

BOSTON, MA

Past

November 12, 2004 - November 20, 2006

NYLIFE SECURITIES LLC

CRD#: 5167

WALPOLE, MA

Past

June 12, 2003 - September 16, 2003

THE ADVISORS GROUP, INC.

RIA

CRD#: 14035

NORWELL, MA

Past

June 2, 2003 - September 16, 2003

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

September 21, 2001 - January 3, 2003

ALLMERICA INVESTMENT MANAGEMENT CO INC

RIA

CRD#: 105796

WALTHAM, MA

Past

June 27, 2001 - December 20, 2002

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

February 22, 2001 - June 14, 2001

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

August 26, 1999 - January 18, 2001

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

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".

REDW WEALTH LLC

REDW ASSET MANAGEMENT, LLC | REDW WEALTH MANAGEMENT | REDW WEALTH LLC | REDW WEALTH | REDW STANLEY FINANCIAL ADVISORS, LLC

CRD#: 109446 / SEC#: 801-57516

RIA

Registered Investment Advisory firm - (5/10/2000 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

Tennessee
(10/28/2024)

IAR

Texas
(10/28/2024)

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: 12/4/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/9/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/12/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/25/1999

General Securities Representative Examination

Current Firm

REDW WEALTH LLC

REDW ASSET MANAGEMENT, LLC | REDW WEALTH MANAGEMENT | REDW WEALTH LLC | REDW WEALTH | REDW STANLEY FINANCIAL ADVISORS, LLC

CRD#: 109446 / SEC#: 801-57516

RIA

Registered Investment Advisory firm - (5/10/2000 Approved)

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Contact information

Main Address

8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113

Mailing Address

Phone number

(505) 998-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE 2A JUNE 2025 (6/17/2025)

Regulatory assets under management

Total Number of Accounts	1,019
AUM (Assets Under Management)	$ 880,865,022

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/20/2025	Cover Page	Report
10/30/2024	Cover Page	Report
09/05/2023	Cover Page	Report
09/01/2023	Cover Page	Report
08/28/2023	Cover Page	Report

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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Scott A. Birmingham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Andrew Birmingham's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

ASSET MANAGEMENT RESOURCES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NYLIFE SECURITIES LLC

THE ADVISORS GROUP, INC.

THE ADVISORS GROUP, INC.

ALLMERICA INVESTMENT MANAGEMENT CO INC

VERAVEST INVESTMENTS, INC.

MML INVESTORS SERVICES, LLC

1717 CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

REDW WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2017

Series 63

Date: 11/9/2015

Series 65

Date: 7/12/2007

Series 7

Date: 8/25/1999

Current Firm

REDW WEALTH LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

REDW WEALTH LLC

TRUST BUT VERIFY

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