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MS

Meredith L. Scully

ALPHAMONT FUNDS
Nashville, TN
Some features on this profile are disabled
CRD#: 6721060
MS

Professional summary

Meredith Lawrence Scully, who also goes by Meredith Johnson Lawrence, is a registered financial advisor currently at ALPHAMONT FUNDS located in Nashville, Tennessee.

Meredith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Meredith has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Meredith Johnson Lawrence

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.
I work for Nama Sushi Bar part-time, posting on their social media accounts and drafting/sending email newsletters out to customers. This is not investment-related and does not compete with market hours. I have held this position since November of 2014 and spend approximately 4 hours per month on this work. Address, phone number, supervisor: 2300 Elliston Place, Nashville, TN 37203 (615) 933-6262 Anthony Fowler/Jessica Linzy

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Lawrence Scully'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

May 23, 2017 - Present

ALPHAMONT FUNDS

RIA
CRD#: 285495
Nashville, TN

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
Tennessee
(5/25/2017)
IAR
Texas
(5/23/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/23/2017
Uniform Investment Adviser Law Examination

Current Firm

AF
ALPHAMONT FUNDS
ALPHAMONT FUNDS | ALPHAMONT FUNDS LLC

CRD#: 285495 / SEC#:

Tennessee
Registered Investment Advisory firm - (1/9/2017 Approved)
Texas
Registered Investment Advisory firm - (1/18/2017 Conditional Restricted)
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Contact information

Main Address
Nashville, TN
Mailing Address
Phone number
(615) 383-4125
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts45
AUM (Assets Under Management)$ 37,546,032

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

ALPHAMONT FUNDS

CRD#: 285495Nashville, TN

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