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Scott Hunter Garbutt

Savvy

Orem, UT

New York, NY

Orem, UT

Blue Barn Wealth

Orem, UT

CRD 852029

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Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-27
  • UT RA
    APPROVED
    Since 2026-04-27

Branch Locations

Orem, UT • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

370 W Center St, Orem, UT 84057 • United States

Blue Barn Wealth

370 West Center Street, Orem, UT 84057 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-04-22
  • UT RA
    APPROVED
    Since 2024-04-22

Branch Locations

370 West Center Street, Orem, UT 84057 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategis Financial Group, Inc. Orem UT 01/1991 12/2024
First Western Advisors Holladay UT 01/2012 05/2017
Strategis Financial Group, Inc. Dba Strategis Insurance Group Provo UT 05/2008 04/2024
Garbutt Family Investments, L.L.C. Provo UT 05/1998 03/2026
Blue Barn Wealth, Llc Orem UT 04/2024 Present
Scott Garbutt, Sole Proprietor Orem UT 04/2024 03/2026
Strategis Financial Group, Inc. Oren UT 01/1991 09/2024
Savvy Orem UT 03/2026 Present
  • 01/1991 → 12/2024
    Strategis Financial Group, Inc.
    Orem, UT
  • 01/2012 → 05/2017
    First Western Advisors
    Holladay, UT
  • 05/2008 → 04/2024
    Strategis Financial Group, Inc. Dba Strategis Insurance Group
    Provo, UT
  • 05/1998 → 03/2026
    Garbutt Family Investments, L.L.C.
    Provo, UT
  • 04/2024 → Present
    Blue Barn Wealth, Llc
    Orem, UT
  • 04/2024 → 03/2026
    Scott Garbutt, Sole Proprietor
    Orem, UT
  • 01/1991 → 09/2024
    Strategis Financial Group, Inc.
    Oren, UT
  • 03/2026 → Present
    Orem, UT
Previous Registrations
  • 1991-12-30 → 2024-09-30
    Strategis Financial Group, Inc
    Provo, UT
    Orem, UT
    Orem, UT
Other Businesses

Blue Barn Wealth, LLC, Investment Related, 370 W Center St, Orem, UT 84057, serves as the DBA entity for work at Savvy Wealth, Advisor, 03/2026, 40/hours a week (duringtrading, same hours as role at Savvy - this is the DBA for this role).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-12-17
S63 Uniform Securities Agent State Law Examination 1984-01-30
  • S65 Uniform Investment Adviser Law Examination
    1991-12-17
  • S63 Uniform Securities Agent State Law Examination
    1984-01-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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