Scott D. Roy

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

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

• 11/1993 → Present
  Edward D. Jones & Co., L.P.
  Black Mountain, NC

Other Businesses

Rental Property Marion, NC Start date: 9/1/2013 Owner Hours per week: 0 Hours during trading: 0 Landlord for single home rental. Greaybeard Realty Company (who is client listed below) does manage the property. Apricott Holdings LLC DBA Safe-Way Storage Type of business: Storage unit and office rental Black Mountain, NC Start date: 5/31/2019 Owner Hours per week: 2 Hours during trading: 0 Co-Owner (with my wife) of building that houses my office, one other office space (UPS Store) and 150 Storage Units. Management is by the UPS store and I will only be working on bookkeeping and repair management.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-07
• S63 Uniform Securities Agent State Law Examination
  1994-03-25

Other Names

• Scott David Roy