Unclaimed Profile

Robert Scott Mayo

COVEY CAPITAL ADVISORS, LLC·ATLANTA, Georgia

Series 65Clean record15 years registeredCOVEY CAPITAL ADVISORS, LLC

2915 PIEDMONT RD, NE, ATLANTA, GA 30305CRD# 4198138Firm CRD# 151978

Profile Verification

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

Identity

Robert Scott Mayo · ATLANTA, GA

Registration

CRD #4198138 · COVEY CAPITAL ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

COVEY CAPITAL ADVISORS, LLC

May 2011 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 5, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COVEY CAPITAL ADVISORS, LLC

CRD 151978 · SEC 801-71733

AUM

$167M

Regulatory assets under management

Employees

37 client accounts

Services offered by COVEY CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at COVEY CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Scott Mayo offer?

Robert Scott Mayo specializes in Investment Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.

What are Robert Scott Mayo's credentials?

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

Where is Robert Scott Mayo located?

Robert Scott Mayo is based in ATLANTA, Georgia, working with COVEY CAPITAL ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Robert Scott Mayo charge for services?

Robert Scott Mayo'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 COVEY CAPITAL ADVISORS, LLC?

COVEY CAPITAL ADVISORS, LLC has approximately 2 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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