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MS

Michael E. Scott

CORE WEALTH ADVISORS
Lakeland, FL 33801
Some features on this profile are disabled
CRD#: 6402002
MS

Professional summary

Michael Edward Scott is a registered financial advisor currently at CORE WEALTH ADVISORS, INC. located in Lakeland, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 3 firms and has passed the Series 65 exam.

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 Michael Edward Scott'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

April 29, 2026 - Present

CORE WEALTH ADVISORS, INC.

Office #1: 124 South Florida Avenue 4th Floor, Lakeland, FL 33801
RIA
CRD#: 174386
Lakeland, FL
Past

January 27, 2022 - April 17, 2026

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
Maitland, FL
Past

October 13, 2014 - February 16, 2022

CPS INVESTMENT ADVISORS

RIA
CRD#: 104914
LAKELAND, FL

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".
CW
CORE WEALTH ADVISORS, INC.
CORE WEALTH ADVISORS, INC.

CRD#: 174386 / SEC#: 801-81079

RIA
Registered Investment Advisory firm - (3/9/2015 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
Florida
(4/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/13/2014
Uniform Investment Adviser Law Examination

Current Firm

CW
CORE WEALTH ADVISORS, INC.
CORE WEALTH ADVISORS, INC.

CRD#: 174386 / SEC#: 801-81079

RIA
Registered Investment Advisory firm - (3/9/2015 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
124 South Florida Avenue 4th Floor, Lakeland, FL 33801
Mailing Address
Phone number
(863) 904-4745
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (8 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

CORE WEALTH ADVISORS, INC. BROCHURE (11/18/2025)

Regulatory assets under management

Total Number of Accounts1,053
AUM (Assets Under Management)$ 570,560,661

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

CORE WEALTH ADVISORS, INC.

CRD#: 174386Lakeland, FL 33801

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