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Scotty V Dean

DEAN DAVIS WEALTH
EDMOND, OK
·CRD# 4459542·24 years experience

Professional Summary

Scotty V Dean, who also goes by Scott Vaden Dean, Scotty Vaden Dean, Scotty Vaden Dean, is a registered financial advisor currently at DEAN DAVIS WEALTH LLC located in Edmond, Oklahoma. Scotty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Scotty has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Scott Vaden Dean, Scotty Vaden Dean, Scotty Vaden Dean

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Videos & Posts

This advisor has not added any videos or posts yet.

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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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Years of Experience

24 years in the financial services industry

Current & Past Employments

DEAN DAVIS WEALTH LLC·CRD# 340949
RIA
Edmond, OK
July 1, 2026 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Edmond, OK
October 31, 2019 - July 14, 2026
LPL FINANCIAL LLC·CRD# 6413
BD
Edmond, OK
October 31, 2019 - July 14, 2026
PHILLIPS CAPITAL ADVISORS, INC.·CRD# 115758
RIA
Edmond, OK
February 16, 2016 - November 1, 2019
T.S. PHILLIPS INVESTMENTS, INC.·CRD# 124348
BD
Edmond, OK
February 16, 2016 - November 1, 2019
EDWARD JONES·CRD# 250
RIA
Mustang, OK
March 28, 2014 - February 17, 2016
EDWARD JONES·CRD# 250
BD
Mustang, OK
March 28, 2014 - February 17, 2016
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Oklahoma City, OK
October 5, 2012 - January 8, 2014
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
September 21, 2012 - January 8, 2014
MWA FINANCIAL SERVICES INC.·CRD# 112630
RIA
Edmond, OK
May 26, 2011 - September 6, 2012
MWA FINANCIAL SERVICES INC.·CRD# 112630
BD
Edmond, OK
March 23, 2011 - September 6, 2012
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Oklahoma City, OK
May 14, 2010 - February 9, 2011
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Oklahoma City, OK
May 14, 2010 - February 9, 2011
ARVEST WEALTH MANAGEMENT·CRD# 42057
RIA
Oklahoma City, OK
March 15, 2007 - February 22, 2010
ARVEST WEALTH MANAGEMENT·CRD# 42057
BD
Oklahoma City, OK
March 14, 2007 - February 22, 2010
ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
Oklahoma City, OK
July 12, 2005 - March 23, 2007
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Oklahoma City, OK
May 24, 2004 - July 27, 2005
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
January 21, 2003 - July 27, 2005
NYLIFE SECURITIES LLC·CRD# 5167
BD
New York, NY
July 22, 2002 - December 6, 2002

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Current Firm

DD
DEAN DAVIS WEALTH LLC

DEAN DAVIS WEALTH LLC

CRD#: 340949
Oklahoma
Registered Investment Advisory firm - Oklahoma (6/10/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (4/3/2026 Conditional Restricted)

Contact Information

Main Address

Edmond, OK

Phone Number

(405) 504-3633

# of Employees

2

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Independent Insurance Agent - Inv. Related - Edmond, OK - Insurance sales and service - Agent - 11/2001 - 10 Hours Per Month/ all During Trading 2) CDSD Group, LLC - Inv. Related - Oklahoma City & Edmond, OK - Real Estate Rental - Owner - 09/01/2023 - 2 Hours Per Month/ 0 Hours During Trading

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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
Texas
(7/1/2026)

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 65 — Uniform Investment Adviser Law Examination

Passed Feb 2004About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2007About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2002About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Scotty V Dean's CRS (Customer Relationship Summary).

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