AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SG

Scott C. Grover

TRIAD WEALTH PARTNERS
Logan, UT 84321
Some features on this profile are disabled
CRD#: 6012102
SG

Professional summary

Scott Clifford Grover, who also goes by Scott C Grover, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Logan, Utah.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Scott has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Scott C Grover

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 Clifford Grover'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 10, 2025 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 491 N. Main Street, Logan, UT 84321
RIA
CRD#: 326523
Logan, UT
Past

August 22, 2024 - March 6, 2026

COPPELL ADVISORY SOLUTIONS LLC

RIA
CRD#: 156549
Logan, UT
Past

March 12, 2024 - August 5, 2024

CREATIVEONE SECURITIES, LLC

BD
CRD#: 152974
OVERLAND PARK, KS
Past

April 17, 2023 - March 12, 2024

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
LOGAN, UT
Past

October 13, 2022 - August 1, 2024

STRATEGIC ADVOCATES, LLC

RIA
CRD#: 316858
LOGAN, UT
Past

March 9, 2017 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Logan, UT
Past

March 3, 2017 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LOGAN, UT
Past

January 21, 2016 - February 15, 2017

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Logan, UT
Past

January 21, 2016 - February 15, 2017

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Logan, UT
Past

June 19, 2015 - September 23, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
LOGAN, UT
Past

February 12, 2013 - September 23, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LOGAN, UT
Past

May 31, 2012 - October 23, 2012

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
LOGAN, 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".
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 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
Utah
(11/10/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/6/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/30/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/30/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
730 New Hampshire St., Unit 222, Lawrence, KS 66044
Mailing Address
Phone number
(785) 830-0000
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRIAD WEALTH PARTNERS INSTITUTIONAL RIA (3/26/2025)
TRIAD WEALTH PARTNERS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts2,978
AUM (Assets Under Management)$ 424,994,398

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.

Company Information

TRIAD WEALTH PARTNERS, LLC

CRD#: 326523Logan, UT 84321

TRUST BUT VERIFY

Monitor Scott Grover

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Ronald William Guay
Ronald GuayAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
San Jose, CA
Alan Louis Brockhaus
Alan BrockhausAdvisorCheck Check Mark
RITHOLTZ WEALTH MANAGEMENT
IAR
New Orleans, LA
Jeremiah Keith Nolen
Jeremiah NolenAdvisorCheck Check Mark
NEXT PHASE ADVISORS
IAR
Cullman, AL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.