Robert B Scott

Employer firm

Accurate Wealth Management, LLC CRD 298137

$1.71B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/1990 → Present
  Robert Scott Wealth Solutions
  Franklin, TN
• 01/2011 → 05/2018
  Global Financial Private Capital
  Sarasota, FL
• 05/2018 → 08/2019
  Truadvice, Llc
  Sarasota, FL
• 08/2019 → Present
  Accurate Wealth Management, Llc
  Franklin, TN
• 01/2000 → Present
  Robert Scott Wealth Solutions
  Franklin, TN

Previous Registrations

• 2018-05-23 → 2020-02-10
  Truadvice Llc
  Brentwood, TN
  Franklin, TN
  Sarasota, FL
• 2011-01-19 → 2018-05-31
  Global Financial Private Capital, Inc.
  Franklin, TN
  Sarasota, FL
• 2006-03-20 → 2006-04-25
  Kalos Management
  Brentwood, TN
  Ponte Vedra Beach, FL

Other Businesses

1) ROBERT SCOTT and Associates INSURANCE SALES 2592 SNOWBIRD HOLLOW RD FRANKLIN TENN. OWNER 5-15 HRS A WEEK spent 2) Occasionally sell paintings (landscapes and still life's) that are personally painted. 5-15 HRS A WEEK spent. 2592 SNOWBIRD HOLLOW RD, FRANKLIN, TN 3) ACCURATE WEALTH MANAGEMENT, WESLEY CHAPEL, FL, INVESTMENT ADVISOR REPRESENTATIVE, 1-20 HRS/MO, INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-10-26
• S65 Uniform Investment Adviser Law Examination
  2006-03-17

Designations

• Chartered Financial Consultant

Other Names

• Robert Boyde Scott