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Alan Wayne Scofield

SCOFIELD & COMPANY, LLC·AKRON, Ohio
SIE, Series 1, Series 7, Series 24, Series 63Clean record23 years registeredSCOFIELD & COMPANY, LLC
4040 EMBASSY PARKWAY, AKRON, OH 44333CRD# 862516Firm CRD# 105589

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Wayne Scofield · AKRON, OH
Registration
CRD #862516 · SCOFIELD & COMPANY, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

EDGETECH ANALYTICS, LLC
Apr 2015 – present
SCOFIELD & COMPANY, LLC
Jun 2003 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7
Series 24
Series 63
Registration record
First registered · June 30, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCOFIELD & COMPANY, LLC
CRD 105589 · SEC 801-26687
AUM
$54M
Regulatory assets under management
Employees
1
334 client accounts
Services offered by SCOFIELD & COMPANY, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SCOFIELD & COMPANY, LLC →
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05

Frequently Asked Questions

What services does Alan Wayne Scofield offer?
Alan Wayne Scofield specializes in Investment Management. Contact their office in AKRON, Ohio for a consultation.
What are Alan Wayne Scofield's credentials?
Alan Wayne Scofield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Wayne Scofield located?
Alan Wayne Scofield is based in AKRON, Ohio, working with SCOFIELD & COMPANY, LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Alan Wayne Scofield charge for services?
Alan Wayne Scofield'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 SCOFIELD & COMPANY, LLC?
SCOFIELD & COMPANY, LLC has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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