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Scott Stowell
OAK LANE ADVISORS
CENTERVILLE, UT 84014
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CRD#: 5213276
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Professional summary
Scott Stowell, who also goes by Scott Thomas Stowell, is a registered financial advisor currently at OAK LANE ADVISORS located in Centerville, Utah.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Scott has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Thomas Stowell
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.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Stowell'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®
NoneExperience
Current
April 24, 2024 - Present
OAK LANE ADVISORS
Office #1: 1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014RIA
CRD#: 140612
CENTERVILLE, UT
Past
June 26, 2008 - April 25, 2024
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
SALT LAKE CITY, UT
Past
December 4, 2006 - June 24, 2008
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
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".
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OAK LANE ADVISORS
EDGE FINANCIAL ADVISORS, LLC | WRG INSURANCE LLC | WN INSURANCE GROUP, LLC | WEALTH NAVIGATION, LLC | WEALTH NAVIGATION ADVISORS | THE WN GROUP, LLC | THE WN GROUP | OAK LANE WEALTH | OAK LANE ADVISORS | NAVIGATION CAPITAL GROUP
CRD#: 140612 / SEC#: 801-116880
RIA
Registered Investment Advisory firm - (6/28/2019 Approved)Colorado
Registered Investment Advisory firm - (4/4/2018 Terminated)Idaho
Registered Investment Advisory firm - (7/3/2019 Terminated)Utah
Registered Investment Advisory firm - (7/5/2019 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.Highlighted states indicate IAR registrations
IAR
Utah(4/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
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OAK LANE ADVISORS
EDGE FINANCIAL ADVISORS, LLC | WRG INSURANCE LLC | WN INSURANCE GROUP, LLC | WEALTH NAVIGATION, LLC | WEALTH NAVIGATION ADVISORS | THE WN GROUP, LLC | THE WN GROUP | OAK LANE WEALTH | OAK LANE ADVISORS | NAVIGATION CAPITAL GROUP
CRD#: 140612 / SEC#: 801-116880
RIA
Registered Investment Advisory firm - (6/28/2019 Approved)Colorado
Registered Investment Advisory firm - (4/4/2018 Terminated)Idaho
Registered Investment Advisory firm - (7/3/2019 Terminated)Utah
Registered Investment Advisory firm - (7/5/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014
Mailing Address
Phone number
(801) 335-8200
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,258 |
| AUM (Assets Under Management) | $ 367,281,893 |
Red Flags
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Company Information
OAK LANE ADVISORS
CRD#: 140612Centerville, UT 84014TRUST BUT VERIFY
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