Scott Douglas Burgess

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 11/2015 → 04/2018
  Ubs Financial Services Inc
  Charlotte, NC
• 05/2018 → 07/2021
  Fusion Analytics Securities Llc
  Coral Springs, FL
• 05/2018 → 07/2021
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
• 07/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2018-05-22 → 2020-12-31
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
• 2018-05-22 → 2019-12-31
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
• 2015-12-18 → 2018-05-25
  Ubs Financial Services Inc.
  Charlotte, NC
  Weehawken, NJ

Other Businesses

(1) BURGESS CAPITAL PARTNERS LLC; INVESTMENT RELATED; 17229 SALERNO DR., BRADENTON, FL 34202; LLC CREATED FOR BUSINESS PURPOSES; DBA; INVESTMENT ADVISOR REPRESENTATIVE

Exams

• S66 Uniform Combined State Law Examination
  2015-12-18
• S63 Uniform Securities Agent State Law Examination
  2014-09-11

Other Names

• Scott D Burgess