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William Sullivan Scott

Waypoint Wealth Counsel LLC

Atlanta, GA

CRD 6233534

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Employer firm

Waypoint Wealth Counsel LLC CRD 171822

$433M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Waypoint Wealth Counsel Llc

3715 Northside Parkway Nw Building 100, Suite 310, Atlanta, GA 30327 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-01
  • GA RA
    APPROVED
    Since 2023-08-01

Branch Locations

3715 Northside Parkway Nw Building 100, Suite 310, Atlanta, GA 30327 • 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
OrganizationCityStateFromTo
Waypoint Wealth Counsel Atlanta GA 03/2017 08/2026
Unemployed Atlanta GA 01/2017 02/2017
University Of Georgia Athens GA 08/2012 12/2016
Mai Capital Management, Llc Cleveland OH 08/2026 Present
  • 03/2017 → 08/2026
    Waypoint Wealth Counsel
    Atlanta, GA
  • 01/2017 → 02/2017
    Unemployed
    Atlanta, GA
  • 08/2012 → 12/2016
    University Of Georgia
    Athens, GA
  • 08/2026 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Designations
  • Certified Financial Planner
Other Names
  • Will Sullivan Scott

View on SEC IAPD

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Nearby Offices

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BISON WEALTH, LLC · ATLANTA, GA

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