Adam Scott Weiner

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 11/2007 → Present
  Adam Scott & Associates
  Boca Raton, FL
• 05/2014 → 12/2019
  Centaurus Financial Inc.
  Anaheim, CA
• 12/2019 → 12/2019
  Arkadios Capital
  Atlanta, GA
• 12/2019 → 12/2019
  Arkadios Wealth Advisors
  Atlanta, GA
• 05/2014 → 02/2021
  Centaurus Financial, Inc.
  Boca Raton, FL
• 02/2021 → 08/2023
  Arkadios Wealth Advisors
  Atlanta, GA
• 02/2021 → 08/2023
  Arkadios Capital
  Atlanta, GA
• 09/2023 → 11/2025
  Dempsey Lord Smith, Llc
  Rome, GA
• 11/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2023 → 03/2026
  Dempsey Lord Smith, Llc
  Rome, GA
• 11/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2023-09-05 → 2026-04-03
  Dempsey Lord Smith, Llc
  Rome, GA
  Rome, GA
• 2023-09-05 → 2025-12-31
  Dempsey Lord Smith, Llc
  Rome, GA
  Boca Raton, FL
  Rome, GA
  Boca Raton, FL
  Rome, GA
• 2021-02-17 → 2023-09-11
  Arkadios Wealth Advisors
  Boca Raton, FL
• 2014-09-12 → 2021-02-05
  Centaurus Financial, Inc.
  Boca Raton, FL
  Sarasota, FL
  Port Charlotte, FL
  Deerfield Beach, FL
• 2012-10-02 → 2014-05-16
  Nav Wealth Advisors, Llc
  Boca Raton, FL

Other Businesses

1. ADAM SCOTT & ASSOCIATES, 621 NW 53rd St, Suite 125, Boca Raton FL 33487, United States, 10/15/2025, President, Selling Medicare advantage plans, NIR, 15 HR/MO - 15 HR/MO TRADING 2. ADAM SCOTT AND ASSOCIATES, 621 NW 53rd Ave, Suite 125, Boca Raton FL 33487, United States, 10/15/2025, President, Insurance/Benefits/Human Resources, NIR, 50 HR/MO - 50 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Road Fairfield IA 52556, START DATE 11/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, HR/MO 160, HR/MO TRADING 120

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-07-22
• S65 Uniform Investment Adviser Law Examination
  2012-06-01

Other Names

• Adam Weiner