Scott Lewis Batley

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 05/2017 → 09/2017
  Colorado Department Of Corrections
  Canon City, CO
• 01/2007 → 05/2017
  Defense Finance And Accounting Services
  Indianapolis, IN
• 06/2017 → 06/2018
  Colorado National Guard
  Denver, CO
• 09/2017 → 02/2021
  T. Rowe Price
  Colorado Springs, CO
• 02/2021 → 10/2021
  Robinhood Financial
  Denver, CO
• 08/2022 → 02/2023
  Empower Financial Services, Inc
  Greenwood Village, CO
• 08/2022 → 02/2023
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 04/2022 → 08/2022
  Unemployed
  Colorado Springs, CO
• 01/2023 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
• 10/2021 → 04/2022
  Robinhood Financial
  Denver, CO
• 04/2023 → 08/2024
  Bank Of America N.A.
  Colorado Springs, CO
• 10/2024 → Present
  Charles Schwab & Co
  Lone Tree, CO
• 10/2024 → Present
  Charles Schwab Bank
  Lone Tree, CO

Previous Registrations

• 2023-04-11 → 2024-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
• 2022-08-18 → 2023-01-31
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Colorado Springs, CO
• 2020-02-25 → 2021-02-08
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-02-24
• S63 Uniform Securities Agent State Law Examination
  2017-12-07

Other Names

• Walter Scott Blanchard
• Scott Lewis Batley
• Scott Batley