Scott Davis Kellner

Employer firm

Zions Capital Advisors, Inc. CRD 131308

$831M regulatory AUM

Reported services (Item 5G)

• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 12/2013 → 08/2017
  Morgan Stanley
  South Jordan, UT
• 09/2017 → Present
  Albion Financial Group
  Salt Lake City, UT
• 06/2006 → Present
  Promontory Development, Llc
  Park City, UT

Previous Registrations

• 2018-03-20 → 2024-01-29
  Albion Financial Group
  Salt Lake City, UT
• 2021-10-05 → 2023-12-31
  Zions Capital Advisors, Inc.
  Salt Lake City, UT

Other Businesses

Sexsmith Realty - 2121 McClelland St. Unit E SLC, UT. Consultant/Assistant; 0-5 hours a month; Licensed to help with house showing, open houses, and to run comps. Hourly/Commission - Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-19