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Isaiah Enrique Scott

Agw Capital Advisors

Tampa, FL

CRD 7796355

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Employer firm

Agw Capital Advisors CRD 150570

$1.73B regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Agw Capital Advisors

511 W. Bay Street Suite 310, Tampa, FL 33606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-03
  • FL RA
    APPROVED
    Since 2024-12-03

Branch Locations

511 W. Bay Street Suite 310, Tampa, FL 33606 • 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
Agw Capital Advisors Tampa FL 06/2024 Present
Proper Wealth Tallahassee FL 08/2023 05/2024
Brooks, Lebeouf, Foster & Gwartney, P.A Tallahassee FL 01/2022 08/2023
Smoothie King Tallahassee FL 09/2021 12/2021
Guanabanas Jupiter FL 05/2021 08/2021
Dwyer High School, Homeschool Palm Beach Gardens FL 06/2014 05/2020
Florida State University Tallahassee FL 05/2020 05/2024
  • 06/2024 → Present
    Agw Capital Advisors
    Tampa, FL
  • 08/2023 → 05/2024
    Proper Wealth
    Tallahassee, FL
  • 01/2022 → 08/2023
    Brooks, Lebeouf, Foster & Gwartney, P.A
    Tallahassee, FL
  • 09/2021 → 12/2021
    Smoothie King
    Tallahassee, FL
  • 05/2021 → 08/2021
    Guanabanas
    Jupiter, FL
  • 06/2014 → 05/2020
    Dwyer High School, Homeschool
    Palm Beach Gardens, FL
  • 05/2020 → 05/2024
    Florida State University
    Tallahassee, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-19
  • S65 Uniform Investment Adviser Law Examination
    2024-11-19

View on SEC IAPD

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Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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