Scott Everett Wilson

Current Employers

Employment History

• 08/2013 → 03/2018
  Morgan Stanley
  South Burlington, VT
• 03/2018 → 05/2022
  Securities America Inc.
  Needham, MA
• 03/2018 → 05/2022
  Securities America Advisors, Inc.
  Needham, MA
• 04/2022 → Present
  Armstrong Advisory Group Inc.
  Needham, MA

Previous Registrations

• 2018-04-02 → 2022-06-01
  Securities America Advisors, Inc.
  Needham, MA
• 2013-09-17 → 2018-03-05
  Morgan Stanley
  Colchester, VT
  Portland, ME
  Boston, MA
• 2011-12-22 → 2013-05-15
  Lpl Financial Llc
  Yarmouth, ME
  Cumberland, ME
  San Diego, CA
• 2005-08-08 → 2011-12-23
  Ameriprise Financial Services, Llc
  Yarmouth, ME
  South Portland, ME
  Portland, ME

Other Businesses

(1) INSURANCE SALES: Mr. Wilson is a licensed insurance agent/producer. Business is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Start date: 03/2018. Prior to 06/01/2022: Investment Related. All types of insurance products have been sold inclusive of those that require securities registration. Effective 06/01/2022: Investment related. Sales of Insurance Products that do not require securities licensing only. Number of hours: ~5 hours per month. (2) Mr. Wilson is a Podcast Co-Host. As such, Mr. Wilson is co-hosting the podcast program produced by AAG "Make it Make Cents". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of this online podcast Mr. Wilson expresses his views and provides comments related to different financial topics. The podcast is produced with the intention of providing certain educational information to the public. Mr. Wilson dedicates 10 hours a month to this activity. Start Date 12/2025

Exams

• S66 Uniform Combined State Law Examination
  2005-08-06