RS
Robert B. Scott
ACCURATE WEALTH MANAGEMENT
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 5096383
RS
Professional summary
Robert B Scott, ChFC®, CLU®, who also goes by Robert Boyde Scott, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Brentwood, Tennessee and AAG CAPITAL, INC located in Wesley Chapel, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Robert has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Boyde Scott
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.
1) ROBERT SCOTT and Associates INSURANCE SALES 2592 SNOWBIRD HOLLOW RD FRANKLIN TENN. OWNER 5-15 HRS A WEEK spent 2) Occasionally sell paintings (landscapes and still life's) that are personally painted. 5-15 HRS A WEEK spent. 2592 SNOWBIRD HOLLOW RD, FRANKLIN, TN 3) ACCURATE WEALTH MANAGEMENT, WESLEY CHAPEL, FL, INVESTMENT ADVISOR REPRESENTATIVE, 1-20 HRS/MO, INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Robert B Scott's 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®
Experience
Current
August 29, 2019 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 1616 Westgate Circle Suite 206, Brentwood, TN 37027RIA
CRD#: 298137
Brentwood, TN
Current
May 17, 2021 - Present
AAG CAPITAL, INC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544BD
CRD#: 188
Wesley Chapel, FL
Past
May 23, 2018 - February 10, 2020
TRUADVICE LLC
RIA
CRD#: 292482
Brentwood, TN
Past
January 19, 2011 - May 31, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
FRANKLIN, TN
Past
March 20, 2006 - April 25, 2006
KALOS MANAGEMENT
RIA
CRD#: 133025
BRENTWOOD, 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".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/1/2022)
RR
Arizona(6/16/2022)
RR
Arkansas(9/8/2022)
RR
California(9/25/2025)
RR
Colorado(3/30/2022)
IAR
Florida(2/19/2020)
RR
Florida(6/22/2021)
RR
Georgia(10/18/2023)
RR
Iowa(5/2/2025)
RR
Kansas(4/4/2022)
RR
Kentucky(10/17/2023)
RR
Massachusetts(9/10/2025)
RR
Michigan(9/30/2025)
RR
Missouri(5/5/2025)
RR
South Carolina(11/23/2021)
IAR
Tennessee(8/29/2019)
RR
Tennessee(10/27/2021)
RR
Texas(10/27/2021)
RR
Utah(1/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/14/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
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.
