Scott Nathan Sayre

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

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

Current Employers

Employment History

• 10/2004 → 09/2020
  The Insight Group, Inc.
  Salt Lake City, UT
• 10/2004 → 09/2020
  The Insight Group Insurance Agency, Llc
  Salt Lake City, UT
• 10/2020 → Present
  Ep Wealth Advisors
  Torrance, CA

Previous Registrations

• 2004-10-25 → 2020-10-21
  The Insight Group, Inc.
  Salt Lake City, UT
• 2010-07-07 → 2020-10-21
  Financial Insight Center
  Salt Lake City, UT
• 2004-01-07 → 2004-10-11
  Qa3 Financial Llc
  Farmington, UT
• 2002-03-26 → 2004-01-05
  Associated Planners Investment Advisory Inc
  Salt Lake City, UT

Other Businesses

FOCUSED FINANCIAL EDUCATION SERVICES, LLC; NO; 1398 W. MISTY FEN WAY, WEST JORDAN, UT, 84088; PROFESSIONAL SPEAKING & INSTRUCTOR; OWNER; 2002 TO PRESENT; 5 HRS; NO; SPEAKER TO TAX, LEGAL, AND FINANCIAL PROFESSIONALS ON PLANNING STRATEGIES INCLUDING INDEPENDENT CONTRACTING AS AN INSTRUCTOR FOR THE COLLEGE FOR FINANCIAL PLANNING CFP(R) PROGRAM AND OTHER PROFESSIONAL PROGRAMS OFFERED BY THE COLLEGE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-01-03

Designations

• Certified Financial Planner