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Scott Andrew Birmingham

ASSET MANAGEMENT RESOURCES, LLC·HYANNIS, Massachusetts
Series 7, Series 63, Series 65, Series 66Clean record24 years registeredASSET MANAGEMENT RESOURCES, LLC
1060 FALMOUTH ROAD, HYANNIS, MA 02601CRD# 3272484Firm CRD# 145296

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Andrew Birmingham · HYANNIS, MA
Registration
CRD #3272484 · ASSET MANAGEMENT RESOURCES, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

REDW WEALTH LLC
Oct 2024 – present
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Jan 2024 – Mar 2024
FRANKLIN, TN
ASSET MANAGEMENT RESOURCES, LLC
May 2019 – Jan 2024
FRANKLIN, TN
TIAA-CREF ADVICE AND PLANNING SERVICES
May 2007 – Sep 2012
BOSTON, MA
THE ADVISORS GROUP, INC.
Jun 2003 – Sep 2003
NORWELL, MA
ALLMERICA INVESTMENT MANAGEMENT CO INC
Sep 2001 – Jan 2003
WALTHAM, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Series 66
Registration record
First registered · September 21, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET MANAGEMENT RESOURCES, LLC
CRD 145296 · SEC 801-107394
AUM
$221M
Regulatory assets under management
Employees
9
956 client accounts
Services offered by ASSET MANAGEMENT RESOURCES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASSET MANAGEMENT RESOURCES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Scott Andrew Birmingham offer?
Scott Andrew Birmingham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HYANNIS, Massachusetts for a consultation.
What are Scott Andrew Birmingham's credentials?
Scott Andrew Birmingham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Andrew Birmingham located?
Scott Andrew Birmingham is based in HYANNIS, Massachusetts, working with ASSET MANAGEMENT RESOURCES, LLC. Their office serves clients in the HYANNIS metropolitan area and surrounding communities.
How does Scott Andrew Birmingham charge for services?
Scott Andrew Birmingham's firm is compensated through percentage of aum, hourly charges, other: financial planning services on a subscription basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET MANAGEMENT RESOURCES, LLC?
ASSET MANAGEMENT RESOURCES, LLC has approximately 9 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET MANAGEMENT RESOURCES, LLC

Brian Regan
HYANNIS, MA
James Christopher Boyd
HYANNIS, MA
Kristen Cavaliere Boyd
HYANNIS, MA

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Nearby cities in Massachusetts
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