Scott M. Robbins

PRIVATE WEALTH MANAGEMENT

MEMPHIS, TN 38125

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CRD#: 4540655

Professional summary

Scott M Robbins, CFP® is a registered financial advisor currently at PRIVATE WEALTH MANAGEMENT, INC. located in Memphis, Tennessee.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Scott has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott M Robbins'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

Start date: 2003

Experience

Current

January 26, 2004 - Present

PRIVATE WEALTH MANAGEMENT, INC.

Office #1: 3725 Champion Hills Drive, Ste. 1400, Memphis, TN 38125

RIA

CRD#: 120823

MEMPHIS, TN

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".

PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 120823 / SEC#: 801-61214

RIA

Registered Investment Advisory firm - (5/31/2002 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

Tennessee
(1/26/2004)

IAR

Texas
(2/16/2024)

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: 5/25/2001

Uniform Investment Adviser Law Examination

Current Firm

PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 120823 / SEC#: 801-61214

RIA

Registered Investment Advisory firm - (5/31/2002 Approved)

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Contact information

Main Address

3725 Champion Hills Dr. Suite 1400, Memphis, TN 38125

Mailing Address

Phone number

(901) 322-4212

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	577
AUM (Assets Under Management)	$ 768,179,247

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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Scott M. Robbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott M Robbins's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

PRIVATE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/25/2001

Current Firm

PRIVATE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIVATE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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