Scott R. Saal

VIRGINIA WEALTH MANAGEMENT GROUP

Virginia Beach, VA 23462

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CRD#: 5735342

Professional summary

Scott Richard Saal, CFP®, who also goes by Scott Saal, is a registered financial advisor currently at VIRGINIA WEALTH MANAGEMENT GROUP, INC. located in Virginia Beach, Virginia.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Scott has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Saal

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.

VWMG PARTNERS, LLC; INV RELATED; VIRGINIA BEACH, VA; TRADING STRATEGY TESTING; 50% OWNER; START: 04/2022; 4 HOURS PER MONTH/0 DURING TRADING; OWNER AND MANAGER. S&Z PROPERTIES, LLC; INV RELATED; VIRGINIA BEACH, VA; RENTAL PROPERTY BUSINESS; 50% OWNER; START 02/2023; 4 HOURS PER MONTH/0 DURING TRADING; BOOKKEEPING AND APPROVAL OF INVESTMENTS. WOLFS NECK PARTNERS, LLC; INV RELATED; VIRGINIA BEACH, VA; REAL ESTATE INVESTMENT HOLDING COMPANY; MANAGING MEMBER; START 06/2016; 1 HOUR PER MONTH/0 DURING TRADING; BOOKKEEPING AND APPROVAL OF INVESTMENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Richard Saal'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: 2013

Experience

Current

February 11, 2021 - Present

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Office #1: 4460 Corporation Lane Suite 180, Virginia Beach, VA 23462

RIA

CRD#: 311248

Virginia Beach, VA

Past

May 27, 2010 - February 12, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

VIRGINIA BEACH, VA

Past

January 12, 2010 - February 12, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

VIRGINIA BEACH, VA

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".

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

CRD#: 311248 / SEC#: 801-119854

RIA

Registered Investment Advisory firm - (11/23/2020 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

Virginia
(2/11/2021)

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 66

Date: 5/26/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/4/2018

General Securities Principal Examination

Current Firm

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

CRD#: 311248 / SEC#: 801-119854

RIA

Registered Investment Advisory firm - (11/23/2020 Approved)

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Contact information

Main Address

4460 Corporation Lane Suite 180, Virginia Beach, VA 23462

Mailing Address

Phone number

(757) 963-1823

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIRGINIA WEALTH MANAGEMENT GROUP FORM ADV PART 2A BROCHURE (10/30/2025)

VIRGINIA WEALTH MANAGEMENT GROUP FORM ADV PART 2A APPENDIX 1 WRAP BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	379
AUM (Assets Under Management)	$ 349,092,148

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 R. Saal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Richard Saal's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/26/2010

SIE

Date: 10/1/2018

Series 7

Date: 1/11/2010

Series 24

Date: 12/4/2018

Current Firm

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

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