Scott Sheffield, financial advisor Bellevue WA
96 score

Scott Sheffield

CRD Number: 1307196
Current Firm: Sovereign Wealth Advisors, Inc.

Scott Sheffield (CRD# 1307196) is an Investment Advisor Representative working at Sovereign Wealth Advisors, Inc. in Bellevue, WA and has over 31 years of experience in the finance industry. Scott Sheffield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sovereign Capital Group LLC Mesa, AZ Nov 2006 - Current 9
Sovereign Wealth Advisors LLC Mesa, AZ Nov 2006 - Current 9
Sovereign Capital Advisors LLC Mesa, AZ Nov 2006 - Current 9
Strategic Wealth Management, Inc. Mercer Island, WA Apr 1991 - Nov 2006 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
Contact Info for Scott A. Sheffield
Phone Number: 425-289-4222
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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