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SW

Scott W. Weyman

Some features on this profile are disabled
CRD#: 4494116
SW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott William Weyman was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 2002. Scott had worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 19, 2013 - December 28, 2015

EFG ASSET MANAGEMENT (AMERICAS) CORP.

RIA
CRD#: 158905
MIAMI, FL
Past

November 12, 2009 - November 6, 2014

EFG CAPITAL ADVISORS LLC

RIA
CRD#: 145208
MIAMI, FL
Past

June 4, 2008 - December 28, 2015

EFG CAPITAL INTERNATIONAL

BD
CRD#: 40118
KEY BISCAYNE, FL
Past

June 13, 2006 - June 4, 2008

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
MIAMI, FL
Past

May 22, 2006 - June 4, 2008

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
MIAMI, FL
Past

June 5, 2003 - May 25, 2004

HARRISDIRECT LLC

RIA
CRD#: 42159
WEST PALM BEACH, FL
Past

May 13, 2003 - May 25, 2004

HARRISDIRECT LLC

BD
CRD#: 42159
JERSEY CITY, NJ
Past

January 11, 2002 - September 26, 2002

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
MIAMI, FL
Past

January 11, 2002 - September 26, 2002

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA

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".
EA
EFG ASSET MANAGEMENT (AMERICAS) CORP.
EFG ASSET MANAGEMENT (AMERICAS) CORP | EFG ASSET MANAGEMENT (US) CORP | EFG ASSET MANAGEMENT (AMERICAS) CORP.

CRD#: 158905 / SEC#: 801-72773

RIA
Registered Investment Advisory firm - (10/3/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/28/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/9/2006
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 8/1/2006
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/13/2001
General Securities Principal Examination

Current Firm

EA
EFG ASSET MANAGEMENT (AMERICAS) CORP.
EFG ASSET MANAGEMENT (AMERICAS) CORP | EFG ASSET MANAGEMENT (US) CORP | EFG ASSET MANAGEMENT (AMERICAS) CORP.

CRD#: 158905 / SEC#: 801-72773

RIA
Registered Investment Advisory firm - (10/3/2011 Approved)
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Contact information

Main Address
701 Brickell Avenue Suite 1310, Miami, FL 33131
Mailing Address
Phone number
(305) 482-8000
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EFGAM FORM ADV 2A OCTOBER 2025 (10/2/2025)
EFGAM WRAP FEE PROGRAM BROCHURE NOVEMBER 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts678
AUM (Assets Under Management)$ 1,915,401,213

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.

Company Information

EFG ASSET MANAGEMENT (AMERICAS) CORP.

CRD#: 158905

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