Scott M. Bremus

SAN BLAS ADVISORY

Dacula, GA 30019

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CRD#: 4073006

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.

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) 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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Michael Bremus'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: 2004

Experience

Current

March 31, 2025 - Present

SAN BLAS ADVISORY, INC.

Office #1: 2078 Teron Trace Suite 100, Dacula, GA 30019

RIA

CRD#: 296929

Dacula, GA

Past

February 7, 2022 - April 2, 2025

EUDAIMONIA PARTNERS, LLC

RIA

CRD#: 283884

Dacula, GA

Past

October 17, 2016 - November 8, 2021

HAMILTON INVESTMENT COUNSEL, LLC

RIA

CRD#: 284564

DACULA, GA

Past

October 14, 2016 - October 29, 2021

LPL FINANCIAL LLC

CRD#: 6413

DACULA, GA

Past

June 30, 2016 - November 11, 2016

STONEX ADVISORS INC.

RIA

CRD#: 174182

BIRMINGHAM, AL

Past

October 23, 2009 - June 30, 2016

INTL ADVISORY CONSULTANTS INC.

RIA

CRD#: 130888

DACULA, GA

Past

October 16, 2009 - November 11, 2016

STONEX SECURITIES INC.

CRD#: 18456

DACULA, GA

Past

June 1, 2009 - November 11, 2009

MORGAN STANLEY

RIA

CRD#: 149777

BRASELTON, GA

Past

June 1, 2009 - November 11, 2009

MORGAN STANLEY

CRD#: 149777

BRASELTON, GA

Past

February 27, 2004 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BRASELTON, GA

Past

February 27, 2004 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BRASELTON, GA

Past

January 6, 2000 - March 2, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

Georgia
(3/31/2025)

IAR

North Carolina
(5/14/2025)

IAR

South Carolina
(4/10/2025)

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: 1/26/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2000

General Securities Representative Examination

Current Firm

SAN BLAS ADVISORY, INC.

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

CRD#: 296929 / SEC#:

Florida

Registered Investment Advisory firm - (1/17/2020 Approved)

Georgia

Registered Investment Advisory firm - (2/11/2019 Approved)

Idaho

Registered Investment Advisory firm - (5/6/2020 Approved)

Illinois

Registered Investment Advisory firm - (9/7/2021 Approved)

Indiana

Registered Investment Advisory firm - (2/17/2020 Approved)

Michigan

Registered Investment Advisory firm - (5/20/2020 Approved)

Missouri

Registered Investment Advisory firm - (3/4/2020 Approved)

North Carolina

Registered Investment Advisory firm - (11/19/2019 Approved)

Ohio

Registered Investment Advisory firm - (2/25/2020 Approved)

South Carolina

Registered Investment Advisory firm - (11/20/2019 Approved)

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Contact information

Main Address

3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326

Mailing Address

Phone number

(404) 704-0406

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	446
AUM (Assets Under Management)	$ 133,651,248

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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Advisor Monitoring

Firm Stability Insights

Scott M. Bremus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EUDAIMONIA PARTNERS, LLC

HAMILTON INVESTMENT COUNSEL, LLC

LPL FINANCIAL LLC

STONEX ADVISORS INC.

INTL ADVISORY CONSULTANTS INC.

STONEX SECURITIES INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/26/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2000

Current Firm

SAN BLAS ADVISORY, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAN BLAS ADVISORY, INC.

TRUST BUT VERIFY

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