Unclaimed Profile

Robert Scott Wilder

LAKEVIEW CAPITAL PARTNERS, LLC·ATLANTA, Georgia

SIE, Series 7, Series 8, Series 63, Series 6622 years registeredLAKEVIEW CAPITAL PARTNERS, LLC

75 FOURTEENTH STREET, ATLANTA, GA 30309CRD# 2559813Firm CRD# 165931

Profile Verification

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

Identity

Robert Scott Wilder · ATLANTA, GA

Registration

CRD #2559813 · LAKEVIEW CAPITAL PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAKEVIEW CAPITAL PARTNERS, LLC

WILDER ASSET MANAGEMENT, LLC

Aug 2016 – Dec 2018

ATLANTA, GA

LAKEVIEW CAPITAL PARTNERS, LLC

Mar 2013 – Nov 2015

ATLANTA, GA

LAKEVIEW CAPITAL MANAGEMENT LLC

Jul 2010 – Dec 2013

ATLANTA, GA

MORGAN KEEGAN & COMPANY, INC.

Mar 2005 – Nov 2009

ATLANTA, GA

A. G. EDWARDS & SONS, INC.

Oct 2003 – Apr 2005

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 63

Series 66

Registration record

First registered · October 8, 2003

Years registered · 22

Disclosure History

2017Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BISON WEALTH, LLC

CRD 165931 · SEC 801-78287

AUM

$1.6B

Regulatory assets under management

Employees

4,347 client accounts

Services offered by BISON WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BISON WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Scott Wilder offer?

Robert Scott Wilder specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Scott Wilder's credentials?

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

Where is Robert Scott Wilder located?

Robert Scott Wilder is based in ATLANTA, Georgia, last registered with LAKEVIEW CAPITAL PARTNERS, LLC.

How does Robert Scott Wilder charge for services?

Robert Scott Wilder'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 LAKEVIEW CAPITAL PARTNERS, LLC?

LAKEVIEW CAPITAL PARTNERS, LLC has approximately 47 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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