Unclaimed Profile

Corrie Faulk Davis Scoby

ARETE WEALTH ADVISORS, LLC·CHICAGO, Illinois

SIE, Series 4, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 63, Series 66, Series 79TOClean record13 years registeredARETE WEALTH ADVISORS, LLC

1115 W FULTON MARKET, CHICAGO, IL 60607CRD# 4539509Firm CRD# 145488

Profile Verification

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

Identity

Corrie Faulk Davis Scoby · CHICAGO, IL

Registration

CRD #4539509 · ARETE WEALTH ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARETE WEALTH ADVISORS, LLC

CENTER STREET ADVISORS, INC.

Aug 2021 – Nov 2023

Oakland, TN

ARETE WEALTH ADVISORS, LLC

Mar 2017 – Nov 2023

Oakland, TN

FINANCIAL RESOURCE MANAGEMENT, INC.

Oct 2012 – Oct 2019

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 31

Series 52TO

Series 53

Series 63

Series 66

Series 79TO

Registration record

First registered · October 25, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARETE WEALTH ADVISORS, LLC

CRD 145488 · SEC 801-69827

AUM

$2.7B

Regulatory assets under management

Employees

130

5,251 client accounts

Services offered by ARETE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARETE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Corrie Faulk Davis Scoby offer?

Corrie Faulk Davis Scoby specializes in Financial Planning, Investment Management, Wealth Management.

What are Corrie Faulk Davis Scoby's credentials?

Corrie Faulk Davis Scoby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Corrie Faulk Davis Scoby located?

Corrie Faulk Davis Scoby is based in CHICAGO, Illinois, last registered with ARETE WEALTH ADVISORS, LLC.

How does Corrie Faulk Davis Scoby charge for services?

Corrie Faulk Davis Scoby's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: sharing in underwriting fees from an affiliated broker-dealer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARETE WEALTH ADVISORS, LLC?

ARETE WEALTH ADVISORS, LLC has approximately 130 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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