Unclaimed Profile

Scott Anthony Kays

KAYS FINANCIAL ADVISORY CORP·ATLANTA, Georgia

Series 7, Series 24, Series 63, Series 65Clean record23 years registeredKAYS FINANCIAL ADVISORY CORP

200 GALLERIA PARKWAY SE, ATLANTA, GA 30339CRD# 1269066Firm CRD# 105873

Profile Verification

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

Identity

Scott Anthony Kays · ATLANTA, GA

Registration

CRD #1269066 · KAYS FINANCIAL ADVISORY CORP · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KAYS FINANCIAL ADVISORY CORP

MERCER GLOBAL ADVISORS INC.

Dec 2020 – Jan 2024

Atlanta, GA

KAYS FINANCIAL ADVISORY CORP

Apr 2003 – Jan 2021

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 30, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KAYS FINANCIAL ADVISORY CORP

CRD 105873 · SEC 801-24084

AUM

$662M

Regulatory assets under management

Employees

2,009 client accounts

Services offered by KAYS FINANCIAL ADVISORY CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing 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 KAYS FINANCIAL ADVISORY CORP →

Introduction

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Frequently Asked Questions

What services does Scott Anthony Kays offer?

Scott Anthony Kays specializes in Financial Planning, Investment Management.

What are Scott Anthony Kays's credentials?

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

Where is Scott Anthony Kays located?

Scott Anthony Kays is based in ATLANTA, Georgia, last registered with KAYS FINANCIAL ADVISORY CORP.

How does Scott Anthony Kays charge for services?

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

How large is KAYS FINANCIAL ADVISORY CORP?

KAYS FINANCIAL ADVISORY CORP has approximately 16 employees and manages $662M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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