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Victor Thomas Shott

Frazier Financial Advisors, LLC

Columbus, OH

CRD 7773817

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Employer firm

Frazier Financial Advisors, LLC CRD 106649

$1.16B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Frazier Financial Advisors, Llc

1690 West Lane Avenue Suite 280, Columbus, OH 43221 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-10-29
  • OH RA
    APPROVED
    Since 2024-10-29

Branch Locations

1690 West Lane Avenue Suite 280, Columbus, OH 43221 • 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
Dads Car Care Center Canton OH 03/2016 08/2019
Lawrence Township Roads Department Bolivar OH 05/2021 08/2021
Swenson Drive Ins Akron/ Columbus/ Stow OH 01/2022 10/2023
Student Columbus OH 08/2020 08/2024
Frazier Financial Advisors Columbus OH 12/2022 Present
Private Client Services Columbus OH 08/2024 Present
Student Massillon OH 08/2019 08/2020
  • 03/2016 → 08/2019
    Dads Car Care Center
    Canton, OH
  • 05/2021 → 08/2021
    Lawrence Township Roads Department
    Bolivar, OH
  • 01/2022 → 10/2023
    Swenson Drive Ins
    Akron/ Columbus/ Stow, OH
  • 08/2020 → 08/2024
    Student
    Columbus, OH
  • 12/2022 → Present
    Frazier Financial Advisors
    Columbus, OH
  • 08/2024 → Present
    Private Client Services
    Columbus, OH
  • 08/2019 → 08/2020
    Student
    Massillon, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-28
  • S65 Uniform Investment Adviser Law Examination
    2024-10-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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