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Scott Jeffrey Drake

Crown Wealth Group LLC

Charlotte, NC

CRD 7863343

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Employer firm

Crown Wealth Group LLC CRD 299732

$502M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • ON-GOING FINANCIAL PLANNING/ PERSONAL CFO SERVICES/ESTATE PLANNING

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

Current Employers
Crown Wealth Group Llc

2108 South Boulevard Unit 300, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-22
  • NC RA
    APPROVED
    Since 2024-10-22

Branch Locations

2108 South Boulevard Unit 300, Charlotte, NC 28203 • 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
Wells Fargo Charlotte NC 06/2002 08/2024
Crown Wealth Group Charlotte NC 09/2024 Present
Crown Wealth Group Llc Charlotte NC 09/2024 Present
  • 06/2002 → 08/2024
    Wells Fargo
    Charlotte, NC
  • 09/2024 → Present
    Crown Wealth Group
    Charlotte, NC
  • 09/2024 → Present
    Crown Wealth Group Llc
    Charlotte, NC
Other Businesses

Owner of 3 residential investment properties with monthly rent payments associated with each property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-21
  • S65 Uniform Investment Adviser Law Examination
    2024-10-21
Other Names
  • Scott Drake

View on SEC IAPD

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JOSHUA REESE BAILEY
PHILIP REESE BAILEY
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Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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