Scott R. Wesley

CANVAS WEALTH ADVISORS

Shawnee, KS 66203

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CRD#: 4402214

Professional summary

Scott Robert Wesley, who also goes by Scott Wesley, Scott Wesley, is a registered financial advisor currently at CANVAS WEALTH ADVISORS, LLC located in Shawnee, Kansas.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Scott has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Wesley | Scott Wesley

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.

Minority Member of Arrived Outdoors LLC, a non-investment related outdoor sports and recreational activities club for executives which was formed in 2014 and located in Overland Park, KS. Activities are generally conducted outside of normal business hours. Managing Member of KKSW Properties, LLC, a non-investment related legal entity based in Overland Park, KS which was established in 2021 for the ownership of personal farmland. Activities are generally conducted outside of normal business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Robert Wesley'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®

None

Experience

Current

December 13, 2019 - Present

CANVAS WEALTH ADVISORS, LLC

Office #1: 6136 Nieman Road, Shawnee, KS 66203

RIA

CRD#: 306343

Shawnee, KS

Past

December 19, 2018 - January 27, 2020

TWO WEST CAPITAL ADVISORS LLC

RIA

CRD#: 154543

OVERLAND PARK, KS

Past

May 19, 2011 - December 13, 2018

MSEC, LLC

CRD#: 154327

Overland Park, KS

Past

March 24, 2009 - March 2, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

LEAWOOD, KS

Past

January 9, 2009 - December 13, 2018

MARINER WEALTH

RIA

CRD#: 140195

LEAWOOD, KS

Past

December 13, 2002 - January 27, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

KANSAS CITY, MO

Past

December 13, 2002 - January 27, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

KANSAS CITY, MO

Past

April 24, 2002 - December 18, 2002

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

KANSAS CITY, MO

Past

July 18, 2001 - December 18, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

CANVAS WEALTH ADVISORS, LLC

CRD#: 306343 / SEC#: 801-117767

RIA

Registered Investment Advisory firm - (12/11/2019 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

Kansas
(12/13/2019)

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

State Security Law Exam

IAR

Series 65

Date: 3/21/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/9/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/29/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/17/2001

General Securities Representative Examination

Current Firm

CANVAS WEALTH ADVISORS, LLC

CRD#: 306343 / SEC#: 801-117767

RIA

Registered Investment Advisory firm - (12/11/2019 Approved)

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Contact information

Main Address

6136 Nieman Road, Shawnee, KS 66203

Mailing Address

Phone number

(913) 991-8471

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CANVAS WEALTH ADVISORS, LLC - ADV PART 2A (8/9/2025)

Regulatory assets under management

Total Number of Accounts	2,500
AUM (Assets Under Management)	$ 713,000,894

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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Firm Stability Insights

Scott R. Wesley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Robert Wesley's CRS (Customer Relationship Summary).

Certified licenses

Experience

TWO WEST CAPITAL ADVISORS LLC

MSEC, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MARINER WEALTH

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CANVAS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2002

Series 63

Date: 10/9/2001

SIE

Date: 10/1/2018

Series 31

Date: 12/29/2005

Series 7

Date: 7/17/2001

Current Firm

CANVAS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CANVAS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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