Scott Farwell, financial advisor Bartlett IL

Scott Farwell

CRD Number: 5296776
Current Firm: Fifth Third Securities, Inc.

Scott Farwell (CRD# 5296776) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Bartlett, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Bank South Elgin, IL Aug 2022 - Current 1
Fifth Third Securities South Elgin, IL Aug 2022 - Current 1
Edge Financial Advisors, LLC Wheaton, IL Apr 2021 - Jul 2022 1
Unemployed Carpentersville, IL Feb 2021 - Mar 2021 < 1
Td Ameritrade Schaumburg, IL Feb 2016 - Jan 2021 4
Unemployed Carpentersville, IL Jan 2016 - Feb 2016 < 1
Pnc Investments Huntley, IL Mar 2015 - Jan 2016 < 1
Pnc Bank Huntley, IL Mar 2015 - Jan 2016 < 1
Independent Financial Group LLC Sleepy Hollow, IL Aug 2014 - Mar 2015 < 1
Unemployed Carpentersville, IL Apr 2014 - Aug 2014 < 1
J.p. Morgan Securities LLC Lake In The Hills, IL Oct 2012 - Apr 2014 1
Jpmorgan Chase Bank Na Huntley, IL Sep 2008 - Apr 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Scott Farwell
Phone Number: 888-889-1025
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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