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SB

Scott Michael Bremus

CFP®
SAN BLAS ADVISORY
Dacula, GA
·CRD# 4073006·26 years experience

Professional Summary

Scott Michael Bremus, CFP® is a registered financial advisor currently at SAN BLAS ADVISORY, INC. located in Dacula, Georgia. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Scott has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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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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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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2004

Years of Experience

26 years in the financial services industry

Current & Past Employments

SAN BLAS ADVISORY, INC.·CRD# 296929
RIA
2078 Teron Trace Suite 100, Dacula, GA 30019
March 31, 2025 - Present
EUDAIMONIA PARTNERS, LLC·CRD# 283884
RIA
Dacula, GA
February 7, 2022 - April 2, 2025
HAMILTON INVESTMENT COUNSEL, LLC·CRD# 284564
RIA
Dacula, GA
October 17, 2016 - November 8, 2021
LPL FINANCIAL LLC·CRD# 6413
BD
Dacula, GA
October 14, 2016 - October 29, 2021
STONEX ADVISORS INC.·CRD# 174182
RIA
Birmingham, AL
June 30, 2016 - November 11, 2016
INTL ADVISORY CONSULTANTS INC.·CRD# 130888
RIA
Dacula, GA
October 23, 2009 - June 30, 2016
STONEX SECURITIES INC.·CRD# 18456
BD
Dacula, GA
October 16, 2009 - November 11, 2016
MORGAN STANLEY·CRD# 149777
RIA
Braselton, GA
June 1, 2009 - November 11, 2009
MORGAN STANLEY·CRD# 149777
BD
Braselton, GA
June 1, 2009 - November 11, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Braselton, GA
February 27, 2004 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Braselton, GA
February 27, 2004 - June 1, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
January 6, 2000 - March 2, 2004

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Current Firm

SB
SAN BLAS ADVISORY, INC.

ES ADVISORY | SAN BLAS FINANCIAL | SAN BLAS ADVISORY, INC. | ES ADVISORY GROUP

CRD#: 296929 / SEC#: 801-136018
RIA
Registered Investment Advisory firm - SEC (4/27/2026 Approved)
Florida
Registered Investment Advisory firm - Florida (6/26/2026 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (7/13/2026 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (6/26/2026 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (6/26/2026 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/29/2026 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (8/26/2026 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (6/26/2026 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (6/29/2026 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/26/2026 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (6/26/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326

Phone Number

(404) 704-0406

# of Employees

13

SEC notice filing (26 States and Territories)

Registered to provide investment advisory services in 26 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAN BLAS ADV (4/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

665

AUM (Assets Under Management)

$218,880,000

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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) 10/14/2016: Fourth Fifth, LLC - Business Entity for tax/expenses purposes only - Not Investment Related - 2040 Forest Glen Dr, Braselton, GA 30517 - Start 07/26/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent

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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".
SB
SAN BLAS ADVISORY, INC.

ES ADVISORY | SAN BLAS FINANCIAL | SAN BLAS ADVISORY, INC. | ES ADVISORY GROUP

CRD#: 296929 / SEC#: 801-136018
RIA
Registered Investment Advisory firm - SEC (4/27/2026 Approved)
Florida
Registered Investment Advisory firm - Florida (6/26/2026 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (7/13/2026 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (6/26/2026 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (6/26/2026 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/29/2026 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (8/26/2026 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (6/26/2026 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (6/29/2026 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/26/2026 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (6/26/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Georgia
(3/31/2025)
IAR
North Carolina
(5/14/2025)
IAR
South Carolina
(4/10/2025)
IAR
Texas
(6/11/2026)

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.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2000About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2000About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Scott Michael Bremus's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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SB
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