Scott Bird, financial advisor Cottonwood Heights UT
93 score

Scott Bird

CRD Number: 5380581
Current Firm: Olympus Wealth Management, LLC

Scott Bird (CRD# 5380581) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 10 years of experience in the finance industry.

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Uma Financial Services Inc.
Company Name Location Dates Years
Olympus Wealth Management, LLC Cottonwood Heights, UT Jan 2015 - Current 3
Cs Planning Corp Dba Olympus Wealth Management Cottonwood Heights, UT May 2013 - Jan 2015 1
University Of Utah - David Eccles School Of Business Salt Lake City, UT Aug 2011 - Aug 2013 2
Jp Morgan Securities Inc. Salt Lake City, UT Jul 2010 - May 2013 2
Jpmorgan Chase Bank Na Los Angeles, CA May 2007 - Jul 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Scott A. Bird
Phone Number: 801-449-9600
Registered State(s):
  • UT
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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