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Scott Frederick Davis

FAMILY TREE WEALTH ADVISORS, LLC·MT JULIET, Tennessee
Unclaimed Profile
2508-A N MT JULIET RD, MT JULIET, TN 37122CRD# 4252596Firm CRD# 157777
01

About

Scott Frederick Davis is a registered financial advisor based in MT JULIET, Tennessee, affiliated with FAMILY TREE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FAMILY TREE WEALTH ADVISORS, LLC
FAMILY TREE WEALTH ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FAMILY TREE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4252596
Firm CRD# 157777
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Frederick Davis offer?
Scott Frederick Davis specializes in Financial Planning, Investment Management. Contact their office in MT JULIET, Tennessee for a consultation.
What are Scott Frederick Davis's credentials?
Scott Frederick Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Frederick Davis located?
Scott Frederick Davis is based in MT JULIET, Tennessee, working with FAMILY TREE WEALTH ADVISORS, LLC. Their office serves clients in the MT JULIET metropolitan area and surrounding communities.
How does Scott Frederick Davis charge for services?
Scott Frederick Davis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY TREE WEALTH ADVISORS, LLC?
FAMILY TREE WEALTH ADVISORS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
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NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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