Unclaimed Profile

Erick Scot Newton

COPPERWYND FINANCIAL, LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 8, Series 24, Series 63CFPClean record11 years registeredCOPPERWYND FINANCIAL, LLC

14256 N. NORTHSIGHT BLVD., SCOTTSDALE, AZ 85260CRD# 2318675Firm CRD# 143442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erick Scot Newton · SCOTTSDALE, AZ

Registration

CRD #2318675 · COPPERWYND FINANCIAL, LLC · 11 years registered

Brand Profile

Not yet started

Career History

LIDO

Jun 2025 – present

COPPERWYND FINANCIAL

Apr 2015 – Jun 2025

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Registration record

First registered · April 24, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COPPERWYND FINANCIAL, LLC

CRD 143442 · SEC 801-67763

AUM

$531M

Regulatory assets under management

Employees

1,938 client accounts

Services offered by COPPERWYND FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at COPPERWYND FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Erick Scot Newton offer?

Erick Scot Newton specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Erick Scot Newton's credentials?

Erick Scot Newton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Erick Scot Newton located?

Erick Scot Newton is based in SCOTTSDALE, Arizona, working with COPPERWYND FINANCIAL, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Erick Scot Newton charge for services?

Erick Scot Newton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPERWYND FINANCIAL, LLC?

COPPERWYND FINANCIAL, LLC has approximately 9 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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