Scott Whytock (CRD# 3072522) is an Investment Advisor Representative working at August Wealth Management in Portland, ME and has over 18 years of experience in the finance industry. Scott Whytock 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.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J. Murphy Asset And Tax Management | Portland, ME | Aug 2023 - Current | < 1 |
| Blended Properties, LLC | Scarborough, ME | Mar 2019 - Current | 5 |
| August Wealth Management, LLC | Portland, ME | Nov 2010 - Current | 13 |
| 1728 Washington, LLC | Scarborough, ME | Jun 2019 - Dec 2020 | 1 |
| Zeiders Enterprises | Woodbridge, VA | Dec 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- ME
- NH
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts182ACCOUNTS
-
Average Account Value$115,918
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
ME, NH
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