Scott R. Anderson

ALTUS WEALTH GROUP

Colorado Springs, CO 80903

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CRD#: 5948371

Professional summary

Scott Robert Anderson is a registered financial advisor currently at ALTUS WEALTH GROUP, LLC located in Colorado Springs, Colorado and PURSHE KAPLAN STERLING INVESTMENTS located in Colorado Springs, Colorado.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Scott has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Altus Wealth Group. Investment Related. See Registered Branch Office Location. Wealth Management. Financial Advisor. Start 11/2019. 160 hours per month during trading. Financial planning and servicing client needs. 2. PKS Financial. Investment Related. 80 State St, Albany, NY 12207. Fixed/Traditional Insurance. Agent. Start 01/2020. 40 hours per month during trading. Sales of fixed/traditional insurance products. 3. Lincoln Financial Group (Insurance). Not Investment Related. 1301 South Harrison, Fort Wayne, IN 46802. Insurance. Broker of Record. Start 12/2023. 5 hours per month, 2 during trading hours. Group disability insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Robert Anderson'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®

None

Experience

Current

November 12, 2019 - Present

ALTUS WEALTH GROUP, LLC

Office #1: 423 South Cascade Avenue, Colorado Springs, CO 80903

RIA

CRD#: 287848

Colorado Springs, CO

Current

January 9, 2020 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 423 S. Cascade, Colorado Springs, CO 80903

CRD#: 35747

Colorado Springs, CO

Past

May 23, 2014 - November 13, 2019

MORGAN STANLEY

CRD#: 149777

COLORADO SPRINGS, CO

Past

May 16, 2014 - November 13, 2019

MORGAN STANLEY

RIA

CRD#: 149777

COLORADO SPRINGS, CO

Past

April 9, 2012 - January 15, 2014

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

COLORADO SPRINGS, CO

Past

January 4, 2012 - January 15, 2014

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

COLORADO SPRINGS, CO

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".

ALTUS WEALTH GROUP, LLC

CRD#: 287848 / SEC#: 801-110511

RIA

Registered Investment Advisory firm - (5/16/2017 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.

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

California
(1/9/2020)

IAR

Colorado
(11/12/2019)

Colorado
(1/9/2020)

Florida
(1/9/2020)

Minnesota
(1/9/2020)

Texas
(1/15/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/22/2012

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: 1/3/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALTUS WEALTH GROUP, LLC

CRD#: 287848 / SEC#: 801-110511

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

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Contact information

Main Address

423 South Cascade Avenue, Colorado Springs, CO 80903

Mailing Address

Phone number

(719) 900-1295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	2,323
AUM (Assets Under Management)	$ 572,624,043

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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Advisor Monitoring

Firm Stability Insights

Scott R. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

ALTUS WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/22/2012

SIE

Date: 10/1/2018

Series 7

Date: 1/3/2012

FINRA

Current Firm

ALTUS WEALTH GROUP, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTUS WEALTH GROUP, LLC

TRUST BUT VERIFY

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