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Scott Robert Gibson Mr.

RETIREMENT MAXIMIZER
HILLSBORO BEACH, FL
·CRD# 4653422·17 years experience

Professional Summary

Scott Robert Gibson MR., who also goes by Scott Robert Gibson, is a registered financial advisor currently at RETIREMENT MAXIMIZER, INC. located in Hillsboro Beach, Florida. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Scott has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Scott Robert Gibson

Blog Corner

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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

17 years in the financial services industry

Current & Past Employments

RETIREMENT MAXIMIZER, INC.·CRD# 165702
RIA
Hillsboro Beach, FL
January 8, 2013 - Present
ANALYTIC FINANCIAL SOLUTIONS, INC.·CRD# 126511
RIA
Hillsboro Beach, FL
March 11, 2002 - March 1, 2005

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Current Firm

RM
RETIREMENT MAXIMIZER, INC.

GIBSON, SCOTT ROBERT | RETIREMENT MAXIMIZER, INC.

CRD#: 165702
California
Registered Investment Advisory firm - California (12/10/2021 Terminated)
Florida
Registered Investment Advisory firm - Florida (1/8/2013 Approved)
Illinois
Registered Investment Advisory firm - Illinois (11/29/2021 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/29/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/22/2013 Approved)
Washington
Registered Investment Advisory firm - Washington (12/10/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Hillsboro Beach, FL

Phone Number

(954) 946-9751

# of Employees

1

Documents

Latest Form ADV

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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.

The name of your outside business activity: 401k Maximizer, Inc. ? Whether the business is investment-related: Yes ? The address of the other business: 1063 Hillsboro Mile #209, Hillsboro Beach, FL 33062 ? The nature of the other business: Newsletter ? Your position, title, or relationship with the other business: Officer and co-owner ? The start date of your relationship: 2004 ? The approximate number of hours per month you devote to the other business: 10 hours ? The number of hours you devote to the other business during securities trading hours: 0 ? Briefly describe your duties relating to the other business: Write newsletter offering guidance to self-directed retirement investors

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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
Florida
(1/8/2013)
IAR
Texas
(10/22/2013)

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 Sep 2012About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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