Kevin P. Scullion

ABERDEEN WEALTH MANAGEMENT LLC

Lake Bluff, IL 60044

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CRD#: 4358312

Professional summary

Kevin Peter Scullion, CFP® is a registered financial advisor currently at ABERDEEN WEALTH MANAGEMENT LLC located in Lake Bluff, Illinois.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kevin has worked at 1 firm .

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.

Attorney at Law, law, 386 Muskegon, Calumet City, IL 60409, legal practice, sole proprietor, start date 1977, approx. 10 hours per month during trading hours, legal practice with tax focus

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Peter Scullion'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

Experience

Current

March 28, 2019 - Present

ABERDEEN WEALTH MANAGEMENT LLC

Office #1: 515 Glen, Lake Bluff, IL 60044

RIA

CRD#: 108525

Lake Bluff, IL

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".

ABERDEEN WEALTH MANAGEMENT LLC

CRD#: 108525 / SEC#: 801-57736

RIA

Registered Investment Advisory firm - (7/17/2000 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

Texas
(3/28/2019)

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

Current Firm

ABERDEEN WEALTH MANAGEMENT LLC

CRD#: 108525 / SEC#: 801-57736

RIA

Registered Investment Advisory firm - (7/17/2000 Approved)

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Contact information

Main Address

515 Glen, Lake Bluff, IL 60044

Mailing Address

Phone number

(312) 456-3315

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV FOR 2024 (2/10/2025)

Regulatory assets under management

Total Number of Accounts	390
AUM (Assets Under Management)	$ 634,052,795

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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Kevin P. Scullion

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Peter Scullion's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABERDEEN WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

ABERDEEN WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

ABERDEEN WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABERDEEN WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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