SM
Scott Mclaine
ACRYLIC FINANCIAL
Fountain Hills, AZ 85268
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CRD#: 6236194
SM
Professional summary
Scott Mclaine, who also goes by Scott Dustin Mclaine, is a registered financial advisor currently at ACRYLIC FINANCIAL, INC. located in Fountain Hills, Arizona.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Scott has worked at 2 firms and has passed the Series 65 and Series 66 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Dustin Mclaine
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) BrightPhoenix Management, LLC runs a financial training academy called BrightWealth Academy. I am the senior financial trainer and personality on training videos. I receive commission as a percentage of online video training sales. 2) I am also an Insurance Agent for BrightAdvisor, LLC another company managed by BrightPhoenix Management, LLC. I receive commission on insurance and annuity products sold as paid by the carriers. 3) Managing Partner; Tax Strategy, Planning, & LoopHole Review and Related Advice ; Is the business investment related: YES ; Location of the business: 16930 East Palisades Boulevard, Suite 100N Fountain Hills AZ 85268 United States; Description of the business: Reviewing previous years and current years tax returns, providing tax savings and loophole related strategies, and offering tax related advice. ; Responsibilities Duties: Meeting with clients, CPA's, trust attorneys. Reviewing tax returns, creating estate maps, and providing advice. Building this branch of the company. ; Start date with business: 2023-10-09; Hours per month devoted to business during trading hours: 60; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 10;
CRS (Client Relationship Summary) - RIA
Click below to view Scott Mclaine'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®
NoneExperience
Current
November 30, 2020 - Present
ACRYLIC FINANCIAL, INC.
Office #1: 16930 East Palisades Blvd. Suite 100-c, Fountain Hills, AZ 85268RIA
CRD#: 288263
Fountain Hills, AZ
Past
March 10, 2014 - December 7, 2018
FFEC WEALTH PARTNERS LLC
RIA
CRD#: 16507
SCOTTSDALE, 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".
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)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(11/30/2020)
IAR
California(2/16/2021)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16930 East Palisades Blvd. Suite 100-c, Fountain Hills, AZ 85268
Mailing Address
Phone number
(833) 422-7954
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 298 |
| AUM (Assets Under Management) | $ 58,442,331 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
