Scott Maxey Herndon

Employer firm

Adapt Wealth Advisors, LLC CRD 329448

$469M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2015 → 11/2018
  Ameriprise Financial Services, Inc.
  Atlanta, GA
• 08/2021 → 02/2024
  Ameriprise Financial Services, Llc
  Atlanta, GA
• 11/2018 → 08/2021
  The Hershey Company
  Temecula, CA
• 02/2024 → Present
  Adapt Wealth Advisors, Llc
  Atlanta, GA

Previous Registrations

• 2022-11-14 → 2024-02-20
  Ameriprise Financial Services, Llc
  Atlanta, GA
  Milledgeville, GA

Other Businesses

Miledgeville/Baldwin County Chamber of Commerce; Not Investment-Related; 130 S. Jefferson St., Milledgeville, GA 31061; Ambassador; 01/2024; 5 hours per month/ 0 hours per month during trading hours; Promoting local community.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-20

Other Names

• Scott Herndon
• Scott Maxey Herndon