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Scott R. Weber

WEALTHLYNK, INC.·FALLBROOK, California
SIE, Series 7, Series 31, Series 66Clean record20 years registeredWEALTHLYNK, INC.
131 WEST BEECH STREET, FALLBROOK, CA 92028CRD# 5056961Firm CRD# 327527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott R. Weber · FALLBROOK, CA
Registration
CRD #5056961 · WEALTHLYNK, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

WEALTHLYNK, INC.
Aug 2023 – present
J.P. MORGAN SECURITIES LLC
Oct 2012 – Aug 2023
FALLBROOK, CA
CHASE INVESTMENT SERVICES CORP.
Jun 2010 – Oct 2012
FALLBROOK, CA
UBS FINANCIAL SERVICES INC.
Nov 2007 – Oct 2009
CARLSBAD, CA
MORGAN STANLEY & CO., INCORPORATED
Apr 2007 – Nov 2007
CARLSBAD, CA
MORGAN STANLEY
Jan 2006 – Apr 2007
CARLSBAD, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · January 11, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHLYNK, INC.
CRD 327527 · SEC 801-128485
AUM
$46M
Regulatory assets under management
Employees
1
197 client accounts
Services offered by WEALTHLYNK, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTHLYNK, INC. →
Introduction

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05

Frequently Asked Questions

What services does Scott R. Weber offer?
Scott R. Weber specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FALLBROOK, California for a consultation.
What are Scott R. Weber's credentials?
Scott R. Weber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott R. Weber located?
Scott R. Weber is based in FALLBROOK, California, working with WEALTHLYNK, INC.. Their office serves clients in the FALLBROOK metropolitan area and surrounding communities.
How does Scott R. Weber charge for services?
Scott R. Weber'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 WEALTHLYNK, INC.?
WEALTHLYNK, INC. has approximately 1 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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