Unclaimed Profile

Scott Leland Pope

SUSTAINABLE WEALTH MANAGEMENT LLC·EUGENE, Oregon

Series 7, Series 26, Series 63, Series 65Clean record36 years registeredSUSTAINABLE WEALTH MANAGEMENT LLC

1991 GARDEN AVE, EUGENE, OR 97403CRD# 1992832Firm CRD# 133859

Profile Verification

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

Identity

Scott Leland Pope · EUGENE, OR

Registration

CRD #1992832 · SUSTAINABLE WEALTH MANAGEMENT LLC · 36 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUSTAINABLE WEALTH MANAGEMENT LLC

SUSTAINABLE WEALTH MANAGEMENT LLC

Feb 2016 – Mar 2020

EUGENE, OR

SUSTAINABLE WEALTH MANAGEMENT LLC

Apr 2005 – Sep 2015

EUGENE, OR

PORTFOLIO 21 INVESTMENTS, INC

Jun 1990 – Sep 2012

EUGENE, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · June 29, 1990

Years registered · 36

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUSTAINABLE WEALTH MANAGEMENT LLC

CRD 133859 · SEC 801-63839

AUM

$1M

Regulatory assets under management

Employees

7 client accounts

Services offered by SUSTAINABLE WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SUSTAINABLE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Scott Leland Pope offer?

Scott Leland Pope specializes in Investment Management.

What are Scott Leland Pope's credentials?

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

Where is Scott Leland Pope located?

Scott Leland Pope is based in EUGENE, Oregon, last registered with SUSTAINABLE WEALTH MANAGEMENT LLC.

How does Scott Leland Pope charge for services?

Scott Leland Pope's firm is compensated through other: negotiated consulting fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUSTAINABLE WEALTH MANAGEMENT LLC?

SUSTAINABLE WEALTH MANAGEMENT LLC has approximately 1 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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