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Scott Stowell

Oak Lane Advisors

Centerville, UT

CRD 5213276

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Employer firm

Oak Lane Advisors CRD 140612

$446M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Oak Lane Advisors

1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-04-24
  • UT RA
    APPROVED
    Since 2024-04-24

Branch Locations

1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Navigation, Llc Centerville UT 04/2024 Present
Goldman Sachs & Co. Llc Salt Lake City UT 06/2008 03/2024
  • 04/2024 → Present
    Wealth Navigation, Llc
    Centerville, UT
  • 06/2008 → 03/2024
    Goldman Sachs & Co. Llc
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-23
S63 Uniform Securities Agent State Law Examination 2006-12-08
  • S65 Uniform Investment Adviser Law Examination
    2024-04-23
  • S63 Uniform Securities Agent State Law Examination
    2006-12-08
Other Names
  • Scott Stowell
  • Scott Thomas Stowell

View on SEC IAPD

Nearby Firms

ALLIANCE WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC

Nearby Investors

JASON DONALD CAPERTON
MICHAEL SCOTT JONES
LARRY TROY CLAYTON

Nearby Offices

ALLIANCE WEALTH ADVISORS, LLC · CENTERVILLE, UT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CENTERVILLE, UT
LPL FINANCIAL LLC · CENTERVILLE, UT

More in Centerville, UT

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