Best Investors Account Sign in
Inactive

Scott J Drown

Regency Wealth Management

Ramsey, NJ

Claim This Profile
Current Employers
Regency Wealth Management

500 North Franklin Turnpike Suite 212, Ramsey, NJ 07446 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-28
  • NJ RA
    APPROVED
    Since 2026-07-28

Branch Locations

500 North Franklin Turnpike Suite 212, Ramsey, NJ 07446 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heller Wealth Advisors Roseland NJ 03/2011 05/2019
Beacon Pointe Wealth Advisors, Llc Summit NJ 04/2019 04/2020
Beacon Pointe Advisors, Llc Summit NJ 04/2019 03/2020
Beacon Pointe Advisors, Llc Summit NJ 04/2020 01/2021
Beacon Pointe Advisors, Llc Summit NJ 01/2021 05/2022
Bleakley Financial Group, Llc Fairfield NJ 05/2022 08/2023
Beacon Pointe Advisors Newport Beach CA 08/2023 08/2024
Bleakley Financial Group Fairfield NJ 08/2024 Present
  • 03/2011 → 05/2019
    Heller Wealth Advisors
    Roseland, NJ
  • 04/2019 → 04/2020
    Beacon Pointe Wealth Advisors, Llc
    Summit, NJ
  • 04/2019 → 03/2020
    Beacon Pointe Advisors, Llc
    Summit, NJ
  • 04/2020 → 01/2021
    Beacon Pointe Advisors, Llc
    Summit, NJ
  • 01/2021 → 05/2022
    Beacon Pointe Advisors, Llc
    Summit, NJ
  • 05/2022 → 08/2023
    Bleakley Financial Group, Llc
    Fairfield, NJ
  • 08/2023 → 08/2024
    Beacon Pointe Advisors
    Newport Beach, CA
  • 08/2024 → Present
    Bleakley Financial Group
    Fairfield, NJ
Previous Registrations
  • 2023-10-02 → 2024-07-18
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 2022-07-27 → 2023-08-21
    Onepoint Bfg Wealth Partners
    Parsippany, NJ
  • 2019-04-29 → 2022-05-27
    Beacon Pointe Advisors, Llc
    Summitt, NJ
    Newport Beach, CA
  • 2019-04-29 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Summit, NJ
    Newport Beach, CA
  • 2011-03-18 → 2019-05-07
    Heller Wealth Advisors, Llc.
    Summit, NJ
  • 2005-08-23 → 2011-03-22
    Kestra Investment Services, Llc
    New York, NY
    Roseland, NJ
    Roseland, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-22
S65 Uniform Investment Adviser Law Examination 2001-04-19
  • S66 Uniform Combined State Law Examination
    2005-08-22
  • S65 Uniform Investment Adviser Law Examination
    2001-04-19
Other Names
  • Scott Joseph Drown

View on SEC IAPD

More in Ramsey, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor