Scott R. Anderson

VANTALITH WEALTH

COLORADO SPRINGS, CO

CRD#: 5948371

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Professional summary

Scott Robert Anderson is a registered financial advisor currently at VANTALITH WEALTH 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 5 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Robert Anderson'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®

None

Experience

Current

June 16, 2026 - Present

VANTALITH WEALTH

RIA

CRD#: 342746

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

November 12, 2019 - June 17, 2026

ALTUS WEALTH GROUP, LLC

RIA

CRD#: 287848

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

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)

Colorado
(1/9/2020)

IAR

Colorado
(6/16/2026)

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

VANTALITH WEALTH

VANTALITH WEALTH | VANTALITH WEALTH MANAGEMENT, LLC

CRD#: 342746 / SEC#:

Colorado

Registered Investment Advisory firm - (6/16/2026 Approved)

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Contact information

Main Address

Colorado Springs, CO

Mailing Address

1155 Kelly Johnson Blvd. Suite 111, Colorado Springs, CO 80920

Phone number

(303) 505-0600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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. 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

VANTALITH WEALTH

PURSHE KAPLAN STERLING INVESTMENTS

ALTUS WEALTH GROUP, LLC

MORGAN STANLEY

MORGAN STANLEY

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

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

VANTALITH WEALTH

Contact information

Documents

Red Flags

Company Information

VANTALITH WEALTH

TRUST BUT VERIFY

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