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Sean Taylor Scruggs

Sean T. Scruggs

ALONGSIDE
Allen, TX 75013
Some features on this profile are disabled
CRD#: 4034420
Sean Taylor Scruggs

Professional summary


Sean Taylor Scruggs, CFP®, who also goes by Sean Taylor Scruggs, Sean Taylor Scurggs, is a registered financial advisor currently at ALONGSIDE, LLC located in Allen, Texas.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Sean has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Sean Taylor Scruggs | Sean Taylor Scurggs

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.
FIXED INSURANCE SALES POSITION: Insurance Producer or Agent NATURE: Selling/Servicing Fixed insurance contract(s) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/27/2020 ADDRESS: 1101 Central Expy S Suite 175, Allen TX 75013, United States DESCRIPTION: Selling/Servicing Fixed insurance contracts RIDGEMONT 1C110, LLC POSITION: President NATURE: LLC IS ESTABLISHED FOR THE EXPENSE OF ABIDING WEALTH PARTNERS BUSINESS INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/27/2020 ADDRESS: 1101 Central Expy South Suite 175, Allen TX 75013, United States DESCRIPTION: HIRE PEOPLE PAY EXPENSES GATHER TAX FORMS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Sean Taylor Scruggs'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®

Start date: 2016

Experience


Current

June 2, 2025 - Present

ALONGSIDE, LLC

Office #1: 101 Central Expressway S Ste 175, Allen, TX 75013
RIA
CRD#: 333587
Allen, TX
Past

July 11, 2024 - June 3, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Allen, TX
Past

October 29, 2020 - July 10, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Allen, TX
Past

August 28, 2020 - July 7, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
Allen, TX
Past

July 27, 2010 - October 28, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
ALLEN, TX
Past

July 27, 2010 - October 28, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
ALLEN, TX
Past

July 15, 2003 - July 20, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DALLAS, TX
Past

January 17, 2000 - July 20, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DALLAS, TX

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".
AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA
Registered Investment Advisory firm - (1/15/2025 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
Texas
(6/2/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/9/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA
Registered Investment Advisory firm - (1/15/2025 Approved)
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Contact information


Main Address
3711 S Mopac Expy Suite 150, Austin, TX 78746
Mailing Address
Phone number
(214) 563-1190
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALONGSIDE, LLC ADV PART 2A (5/28/2025)
0

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.

Company Information


ALONGSIDE, LLC

CRD#: 333587Allen, TX 75013

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