Advisor at SCW Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SCW Wealth Management, LLC
Location
Carolina Beach, NC
Credentials
Series 63, Series 65
Industry experience
30 years
Scott Wardrop is a financial advisor at SCW Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and UBS before founding his current firm. SCW Wealth Management offers discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm uses a disciplined investment process combining modern portfolio theory, fundamental and technical analysis, and manages diversified portfolios that may include exposure to crypto-linked products.
Based on SCW Wealth Management, LLC
1.25% annually (standard rate, negotiable up to 2.00% annually)
Carolina Beach, NC
North Carolina · Texas
SCW Wealth Management, LLC (fka Coastal Wealth Management, LLC)
2021 - Present (5 years)
Retired
2019 - 2021 (2 years)
Wells Fargo Clearing
2016 - 2019 (3 years)
Wells Fargo
2016 - 2019 (3 years)
WELLS FARGO Advisors, LLC
2016 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Wilmington, NC
Harborside Capital
Series 66
Wilmington, NC
Neuse River Capital, LLC
CFP®, Series 65
Carolina Beach, NC
Cadger Tax and Financial Inc.
Series 63, Series 65, Series 66
Wilmington, NC
Coastal Capital Management, LLC
CFP®, Series 63
Wilmington, NC
Rushwald, Mark Steven
CFP®, Series 66
Wilmington, NC
Shammas Financial Planning
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