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Stuart H. Scholten
ACCELERATE RETIREMENT
Aliso Viejo, CA 92656
Some features on this profile are disabled
CRD#: 6258776
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Professional summary
Stuart Henry Scholten is a registered financial advisor currently at ACCELERATE RETIREMENT located in Aliso Viejo, California.
Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Stuart has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
Business Name: 540 AMADOR POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/24/2021 ADDRESS: 540 Amador Lane Unit4, West Palm Beach FL 33401 DESCRIPTION: Owner and landlord Business Name: 23732 HILLHURST DR POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2021 ADDRESS: 23732 Hillhurst Dr #10, Laguna Niguel CA 92677 DESCRIPTION: Owner and landlord
CRS (Client Relationship Summary) - RIA
Click below to view Stuart Henry Scholten'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
June 4, 2024 - Present
ACCELERATE RETIREMENT
Office #1: 120 Vantis Drive Suite 400, Aliso Viejo, CA 92656RIA
CRD#: 325859
Aliso Viejo, CA
Past
September 24, 2014 - June 4, 2024
WEALTHSPIRE RETIREMENT ADVISORY
RIA
CRD#: 121254
ALISO VIEJO, CA
Past
July 25, 2014 - March 21, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Aliso Viejo, CA
Past
January 6, 2014 - July 24, 2014
FINANCIAL TELESIS INC
BD
CRD#: 31012
ALISO VIEJO, CA
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".
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
Registered Investment Advisory firm - (4/28/2023 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
California(6/4/2024)
IAR
Colorado(6/4/2024)
IAR
New Mexico(6/5/2024)
IAR
New York(6/4/2024)
IAR
Texas(6/4/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
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Contact information
Main Address
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656
Mailing Address
Phone number
(888) 439-7071
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 704 |
| AUM (Assets Under Management) | $ 242,848,720 |
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.
