Scott Mclaine

Employer firm

Acrylic Financial, Inc. CRD 288263

$73.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 08/2013 → 12/2018
  First Financial Equity Corporation
  Scottsdale, AZ
• 08/2024 → Present
  Brightwealth Enterprises, Llc
  Scottsdale, AZ
• 12/2016 → 08/2024
  Brightphoenix Management, Llc
  Scottsdale, AZ
• 11/2020 → Present
  Acrylic Financial, Inc.
  Scottsdale, AZ

Previous Registrations

• 2014-03-10 → 2018-12-07
  Ffec Wealth Partners Llc
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ

Other Businesses

1) BrightWealth Enterprises, LLC runs a financial training academy called BrightWealth Academy. I am the senior financial trainer and personality on training videos. I receive commission as a percentage of online video training sales. 2) I am also an Insurance Agent & CEO for BrightAdvisor, LLC another company managed by BrightWealth Enterprises, LLC. I receive commission on insurance and annuity products sold as paid by the carriers. 3) Managing Partner - Tax Strategy, Planning Services, LoopHole Review and Related Advice ; Is the business investment related: Yes ; Location of the business: 16930 E. Palisades Boulevard, Suite 100N Fountain Hills, AZ 85268; Description of the business: Provide tax planning and tax-efficiency consulting services, including review of tax returns and coordination of tax-related strategies; Responsibilities Duties: Meeting with clients and coordinating with CPAs and estate planning attorneys regarding tax and financial planning matters; reviewing tax returns; assisting with estate and financial planning analysis; and supporting business development activities.; Start date with business: 2023-10-09; Hours per month devoted to business during trading hours: 60; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 10;

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-10
• S66 Uniform Combined State Law Examination
  2013-11-15

Other Names

• Scott Dustin Mclaine