Inactive

Barrett Rea Scott

Fiducient Advisors LLC

Claim This Profile

Current Employers

Fiducient Advisors Llc

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2018-03-22

VA RA
APPROVED

Since 2018-03-22

Branch Locations

1430 Spring Hill Road #320, Mclean, VA 22102 • 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

Organization	City	State	From	To
Orion Investment Advisors, Llc	Mclean	VA	01/2016	03/2018
Fiducient Advisors	Chicago	IL	03/2018	Present

01/2016 → 03/2018

Orion Investment Advisors, Llc

Mclean, VA
03/2018 → Present

Fiducient Advisors

Chicago, IL

Previous Registrations

2016-11-22 → 2018-03-28

Orion Investment Advisors, Llc

Mclean, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-22

S65 Uniform Investment Adviser Law Examination

2016-11-22

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

SANCHEZ & ZURES, LLC

Other Investors

SEAN WILLIAM HOSTY

ANIE T ZAROOKIAN

NGOC DINA HUYNH

KRISTEN W HERARD

TORI LYNN FRITZ

Margaret Isabelle Gargulinski

CLAIRE T SWAYZE

AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA

MORGAN STANLEY · Mclean, VA

WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

CHARLES SCHWAB & CO., INC. · Tysons Corner, VA

SEIA · Tysons Corner, VA

SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA

SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA

SEIA · Tyson's Corner, VA

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor