William Scott Schroth

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2013 → Present
  Raymond James Financial Services, Inc.
  Bogart, GA
• 09/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Bogart, GA
• 07/2014 → 02/2019
  Gfg Strategic Advisors
  Watkinsville, GA
• 05/2006 → Present
  Jbk Investments Llc
  Watkinsville, GA
• 06/2018 → Present
  Principal Insurance Company
  Watkinsville, GA
• 12/2019 → Present
  Bws Ventures, Llc
  Athens, GA
• 01/2011 → Present
  Wss Wealth Management, Llc
  Watkinsville, GA
• 03/2020 → Present
  The Avenue Wealth Management, Llc
  Watkinsville, GA
• 03/2020 → 01/2024
  The Avenue Partners, Llc
  Watkinsville, GA

Previous Registrations

• 2007-02-16 → 2013-09-05
  Wells Fargo Advisors Financial Network, Llc
  Bogart, GA
  Dublin, GA
• 2003-02-25 → 2007-02-09
  Wells Fargo Clearing Services, Llc
  Athens, GA
  Athens, GA

Other Businesses

(1) BCS Properties, LLC , 1080 Lake Welbrook Drive, Athens, GA, 30606, Rental Real Estate P/T: Owner/Proprietor Investment Related: Yes 03/01/202HPM: 0-1 HPM trad hrs: 0-1 Duties: Passive investor (2) BWS Ventures, LLC , 1080 Lake Welbrook Drive, Athens, GA, 30606, Business Owner P/T: Partner Investment Related: Yes 12/09/2019 HPM: 0-1 HPM trad hrs: 0-1 Duties: Managing Member (3) Centurion Georgia, LLC , 1360 Caduceus Way, Watkinsville, GA, 30677, Personal/Private Investment P/T: Investment Related: Yes 12/15/2017 HPM: 0-1 HPM trad hrs: 0-1 Duties: (4) Commerce Solar Investments, LLC , 1360 Caduceus Way, Watkinsville, GA, 30677, Personal/Private Investment P/T: Investment Related: Yes 11/30/2020 HPM: 0-1 HPM trad hrs: 0-1 Duties: (5) JBK Investments LLC , 1360 Caduceus Way, Bldg 800, Ste 101, Watkinsville, GA, 30677, Rental Real Estate P/T: Partner Investment Related: Yes 05/16/2006 HPM: 0-1 HPM trad hrs: 0-1 Duties: Owner (6) Schroth Trust Hold , 1080 Lake Welbrook Drive, Athens, GA, 30606, Control Person P/T: Trustee (Acting) Investment Related: Yes 01/05/2016 HPM: 0-1 HPM trad hrs: 0-1 Duties: I am co-trustee with my sister, Patricia Schrenk and my father's CPA, Dave Hammel. I am also the trust beneficiary along with my sister, Patricia Schrenk (7) Stillwater Springs Partners, LLC , 1360 Caduceus Way, Watkinsville, GA, 30677, Personal/Private Investment P/T: Investment Related: Yes 09/27/2018 HPM: 0-1 HPM trad hrs: 0-1 Duties: 8) The Avenue Wealth Management , 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, Non-variable Insurance P/T: Agent Investment Related: Yes 06/01/2018 HPM: 0-1 HPM trad hrs: 0-1 Duties: I setup group disability coverage for my office and periodically update Principal with our employee status 9) The Avenue Wealth Management, LLC , 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, Support Company - Owner P/T: Other Investment Related: No 03/09/2020 HPM: 0-1 HPM trad hrs: 0-1 Duties: Partner, FA (10) White Wing Investments, LLC , 1360 Caduceus Way, Watkinsville, GA, 30677, Personal/Private Investment P/T: Investment Related: Yes 10/01/2019 HPM: 0-1 HPM trad hrs: 0-1 Duties: (11) WSS Wealth Management , 1360 Caduceus Way Bldg 800, Ste 101, Watkinsville, GA, 30677, Support Company - Owner P/T: Other Investment Related: No 03/09/2020 HPM: 0-1 HPM trad hrs: 0-1 Duties: Owner (12) WSS Wealth Management, LLC , 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, Support Company - Owner P/T: Other Investment Related: No 01/31/201HPM: 0-1 HPM trad hrs: 0-1 Duties: WSS Investment Company, LLC is not involved in any business activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-03-17
• S63 Uniform Securities Agent State Law Examination
  1986-04-30

Other Names

• Bill Schroth