Stewart Douglas Scothorn

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

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

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

Current Employers

Employment History

• 01/2026 → Present
  Advisor Share Wealth Management, Llc
  Vancouver, WA
• 01/2010 → Present
  The Benefit Link, Inc.
  Colleyville, TX

Other Businesses

CEO of The Benefit Link, Inc. located at 6209 Colleyville Blvd, Colleyville TX 76034 . This is a non-investment-related annuities, health, and life insurance agency, where relationship began on 01/01/1989. Devote approximately 5 hours per month to this entity, with 0 hours during standard securities trading hours. Corporate responsibilities include acting as CEO overseeing administrative operations for the insurance agency, and serving as president for an affiliated real estate development project.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-20