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Scott Michael Stratton

Ehg Wealth Management

San Francisco, CA

CRD 1459980

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Employer firm

Ehg Wealth Management CRD 342819

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Ehg Wealth Management

Indianapolis, IN • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-08-17
  • CA RA
    APP_PEND_IARCE
    Since 2026-08-17

Branch Locations

San Francisco, CA • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Woodside CA 06/1995 07/2021
Camarda Wealth Management Fleming Island FL 12/2021 05/2022
Camden Capital N. Palm Beach FL 10/2022 04/2023
Parallel Advisors, Llc San Francisco CA 09/2023 05/2025
Unemployed Rancho Santa Fe CA 08/2021 11/2021
Unemployed Fleming Island FL 06/2022 09/2022
Unemployed Palm Beach Gardens FL 05/2023 08/2023
Ehg Wealth Management Llc Indianapolis IN 07/2026 Present
Scott Stratton Consulting San Francisco CA 06/2025 06/2026
  • 06/1995 → 07/2021
    Woodside, CA
  • 12/2021 → 05/2022
    Camarda Wealth Management
    Fleming Island, FL
  • 10/2022 → 04/2023
    Camden Capital
    N. Palm Beach, FL
  • 09/2023 → 05/2025
    San Francisco, CA
  • 08/2021 → 11/2021
    Unemployed
    Rancho Santa Fe, CA
  • 06/2022 → 09/2022
    Unemployed
    Fleming Island, FL
  • 05/2023 → 08/2023
    Unemployed
    Palm Beach Gardens, FL
  • 07/2026 → Present
    Ehg Wealth Management Llc
    Indianapolis, IN
  • 06/2025 → 06/2026
    Scott Stratton Consulting
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-07
S63 Uniform Securities Agent State Law Examination 1997-06-16
  • S65 Uniform Investment Adviser Law Examination
    2022-02-07
  • S63 Uniform Securities Agent State Law Examination
    1997-06-16
Other Names
  • Scott Michael Zgoda

View on SEC IAPD

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