Unclaimed Profile

Scott Edward Craig

BT WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

Series 7, Series 63Clean record15 years registeredBT WEALTH MANAGEMENT, LLC

RIVERWOOD 200, ATLANTA, GA 30339CRD# 4460431Firm CRD# 147729

Profile Verification

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

Identity

Scott Edward Craig · ATLANTA, GA

Registration

CRD #4460431 · BT WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Sep 2022 – present

BT WEALTH MANAGEMENT, LLC

Oct 2010 – Jul 2022

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · October 20, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BT WEALTH MANAGEMENT, LLC

CRD 147729 · SEC 801-69372

AUM

$1.1B

Regulatory assets under management

Employees

1,327 client accounts

Services offered by BT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BT WEALTH MANAGEMENT, LLC →

Introduction

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Scott Edward Craig offer?

Scott Edward Craig specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.

What are Scott Edward Craig's credentials?

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

Where is Scott Edward Craig located?

Scott Edward Craig is based in ATLANTA, Georgia, working with BT WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Scott Edward Craig charge for services?

Scott Edward Craig's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BT WEALTH MANAGEMENT, LLC?

BT WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →