BM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
127 clients
Average Client Portfolio
$460K average
Assets Under Management
$58.4M
Fee Structure
This document does not contain any fee information. It is a supplement to Scottsdale Wealth Advisory LLC's brochure, which contains the firm's fee schedule.
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Advisor Information
Office location
8501 N. Scottsdale Road, Suite 205, Paradise Valley, AZ, 85253
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent is a licensed insurance agent with Scottsdale Wealth Advisory LLC, focusing on annuity and insurance-related business. He dedicates about a quarter of his time to this activity.
Employment History
Current Registrations
Scottsdale Wealth Advisory LLC
December 2016 - Present · 9 yrs 1 mo
Previous Registrations
M. S. Howells & CO.Broker
November 2017 - December 2018 · 1 yr 1 mo
G.F. Investment Services, LLCBroker
April 2014 - November 2016 · 2 yrs 7 mos
United Planners' Financial Services of America a Limited Partner Broker
September 2013 - March 2014 · 6 mos
Secure Investment Management, LLC
January 2012 - November 2016 · 4 yrs 10 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2009 - August 2011 · 2 yrs 3 mos
Associated Securities CORP.Broker
March 2006 - May 2007 · 1 yr 2 mos
Wells Fargo Investments, LLC
May 2003 - January 2006 · 2 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2003 - January 2006 · 2 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
April 2002 - July 2002 · 3 mos
Morgan Stanley Dw INC.Broker
June 2001 - January 2002 · 7 mos
State Registrations5 states
AZCOILOHTX
Advisor
Exams
No exam information available for this advisor.