Unclaimed Profile

Scott Andrew Mackillop

FIRST ASCENT ASSET MANAGEMENT, LLC·DENVER, Colorado

Series 65Clean record21 years registeredFIRST ASCENT ASSET MANAGEMENT, LLC

1401 LAWRENCE ST., DENVER, CO 80202CRD# 2239819Firm CRD# 281470

Profile Verification

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

Identity

Scott Andrew Mackillop · DENVER, CO

Registration

CRD #2239819 · FIRST ASCENT ASSET MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST ASCENT ASSET MANAGEMENT, LLC

GEOWEALTH MANAGEMENT LLC

Apr 2024 – Jan 2025

Lakewood, CO

FIRST ASCENT ASSET MANAGEMENT, LLC

Jan 2016 – Mar 2024

DENVER, CO

USF SERVICES, LLC

Jul 2005 – Jun 2006

SUGAR LAND, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 19, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST ASCENT ASSET MANAGEMENT, LLC

CRD 281470 · SEC 801-113358

AUM

$1.4B

Regulatory assets under management

Employees

4,897 client accounts

Services offered by FIRST ASCENT ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at FIRST ASCENT ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Andrew Mackillop offer?

Scott Andrew Mackillop specializes in Investment Management.

What are Scott Andrew Mackillop's credentials?

Scott Andrew Mackillop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Andrew Mackillop located?

Scott Andrew Mackillop is based in DENVER, Colorado, last registered with FIRST ASCENT ASSET MANAGEMENT, LLC.

How does Scott Andrew Mackillop charge for services?

Scott Andrew Mackillop's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST ASCENT ASSET MANAGEMENT, LLC?

FIRST ASCENT ASSET MANAGEMENT, LLC has approximately 12 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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