Unclaimed Profile

Scott Philip Calhoun

GLENMORE ADVISORS, LLC·ATLANTA, Georgia

Clean record19 years registeredGLENMORE ADVISORS, LLC

3715 NORTHSIDE PARKWAY, NW, ATLANTA, GA 30327CRD# 5099047Firm CRD# 152975

Profile Verification

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

Identity

Scott Philip Calhoun · ATLANTA, GA

Registration

CRD #5099047 · GLENMORE ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLENMORE ADVISORS, LLC

RONALD BLUE & CO., LLC

Jun 2013 – Aug 2017

ROSWELL, GA

GLENMORE ADVISORS, LLC

Mar 2010 – May 2013

ATLANTA, GA

CONVERGENT WEALTH ADVISORS, LLC

May 2007 – Mar 2010

ATLANTA, GA

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Oct 2006 – May 2007

ATLANTA, GA

Registrations & Exams

Registration record

First registered · October 26, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLENMORE ADVISORS, LLC

CRD 152975 · SEC 801-71126

AUM

$125M

Regulatory assets under management

Employees

26 client accounts

Services offered by GLENMORE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLENMORE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Philip Calhoun offer?

Scott Philip Calhoun specializes in Financial Planning, Investment Management, Wealth Management.

What are Scott Philip Calhoun's credentials?

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

Where is Scott Philip Calhoun located?

Scott Philip Calhoun is based in ATLANTA, Georgia, last registered with GLENMORE ADVISORS, LLC.

How does Scott Philip Calhoun charge for services?

Scott Philip Calhoun'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 GLENMORE ADVISORS, LLC?

GLENMORE ADVISORS, LLC has approximately 2 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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