Scott W. Styrmoe
TCI WEALTH ADVISORS
Tucson, AZ 85718
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CRD#: 5232900
Professional summary
Scott William Styrmoe, CFP®, who also goes by Scott William Styrmore, is a registered financial advisor currently at TCI WEALTH ADVISORS, INC. located in Tucson, Arizona.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Scott has worked at 5 firms and has passed the Series 65 exam.
Biography
Scott Styrmoe is an Advisor and Shareholder at TCI Wealth Advisors ("TCI"). He received his Bachelor of Science, Business Administration degree and his MBA in Finance and Marketing at the University of Arizona. Scott has been a Certified Public Accountant (CPA) since 1985 and a Certified Financial Planner (CFP®) since 2009. He a member and past President of the Southern Arizona Estate Planning Council. Scott is also a member of the Steven W. Phillips Tucson Tax Study Group, the American Institute of CPA's and Trout Unlimited. Scott is also an Adjunct Professor at the University of Arizona's new Personal and Family Financial Planning program.
When out of the office, Scott enjoys yoga, cycling, hiking, fly fishing, golf and outdoor adventures with family and friends.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Budgeting
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Scott William Styrmore
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.
Since 8/2019, has been an adjunct professor at University of Arizona, Norton School of Family and Consumer Sciences. Duties are teaching. Approximately 30 hours per month is devoted to this entity, none of the time during security trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Scott William Styrmoe'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®
CFP®
Start date: 2009
Experience
Current
November 13, 2017 - Present
TCI WEALTH ADVISORS, INC.
Office #1: 4011 East Sunrise Drive, Tucson, AZ 85718RIA
CRD#: 107373
Tucson, AZ
Past
March 7, 2012 - October 20, 2017
AZ WEALTH STRATEGIES
RIA
CRD#: 160861
TUCSON, AZ
Past
August 19, 2010 - June 22, 2017
CAMBRIDGE FINANCIAL GROUP, LLC
RIA
CRD#: 117428
TUCSON, AZ
Past
September 3, 2008 - August 11, 2010
ALLIED PORTFOLIO MANAGEMENT, INC.
RIA
CRD#: 113809
TUCSON, AZ
Past
February 23, 2007 - July 9, 2008
PATHWAYS FINANCIAL PARTNERS,INC.
RIA
CRD#: 127960
TUCSON, AZ
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".
TCI WEALTH ADVISORS, INC.
AQN INVESTMENT ADVISORS, INC. | THE CONSERVATIVE INVESTOR | TCI WEALTH MANAGEMENT, INC. | TCI WEALTH ADVISORS, INC. | TCI FINANCIAL PLANNING, INC. | TCI ASSET MANAGERS, INC. | SWIFT ROBERT CLARKSON
CRD#: 107373 / SEC#: 801-37083
RIA
Registered Investment Advisory firm - (8/30/1990 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
Arizona(11/13/2017)
Current Firm
TCI WEALTH ADVISORS, INC.
AQN INVESTMENT ADVISORS, INC. | THE CONSERVATIVE INVESTOR | TCI WEALTH MANAGEMENT, INC. | TCI WEALTH ADVISORS, INC. | TCI FINANCIAL PLANNING, INC. | TCI ASSET MANAGERS, INC. | SWIFT ROBERT CLARKSON
CRD#: 107373 / SEC#: 801-37083
RIA
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Contact information
Main Address
4011 East Sunrise Drive, Tucson, AZ 85718
Mailing Address
Phone number
(520) 733-1477
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,010 |
| AUM (Assets Under Management) | $ 4,527,183,704 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 08/23/2024 | ||
| 10/30/2023 | ||
| 12/22/2022 |
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.
