Shaun Thomas Scott

Employer firm

Old Forge Wealth Management, LLC CRD 323417

$99.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1996 → 06/2024
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  North Kingstown, RI
• 09/2022 → Present
  Old Forge Wealth Management, Llc
  North Kingstown, RI

Previous Registrations

• 1997-09-09 → 2023-02-07
  Lpl Financial Llc
  Warwick, RI

Other Businesses

1. 10/20/04 - NON-VARIABLE INSURANCE - INV RELATED - At Reported Business Location(s) 2. 4/15/08 - Notary - VALUE ADDED SERVICE - NOT INVESTMENT RELATED - NORTH KINGSTOWN, RI. 3. 12/23/11 - REAL ESTATE RENTAL - PERSONAL ASSET - INVESTMENT RELATED - 2% OF TIME SPENT - URUGUAY. 4. 9/10/19 - Dogwood Properties, LLC - Investment related - Fleming Ln, Lubec, ME - Real Estate Rental - start date:10/15/2019 - 1 hr/mo - 0 hrs during trading. 5. 9/10/19 - Dogwood Properties, LLC - Investment related - Bar Road, Lubec, ME - Real Estate Rental - start date:10/15/2019 - 1 hr/mo - 0 hrs during trading. 6. 10/9/20 - LTCI Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/24/2020 - 5 Hours Per Month/3 Hours During Securities Trading 7. 11/12/20 - Art Jetter & Company - Insurance Marketing - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/25/20 - 3 Hours A Month During Securities Trading. 8. 6/3/26 - Ownership of Building Old Forge Operates In - Rental Income - Investment Related - Post Rd, Warwick, RI - 0 hr/mo - Second Floor Apartment Rental 9. 04/22/2025 - Dogwood Labradors - Dog Breeding Business - Non-Investment Related - North Kingstown, RI 02852 - 0 hr/mo 10. 04/22/2025 - Trout Estate Trustee - Family Farm Ownership, Includes Managing Two Schwab Accounts, no advisory fee - Portsmouth RI 02871 - 20% ownership - 8 hr/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-07
• S63 Uniform Securities Agent State Law Examination
  1989-01-13