AdvisorOS Directory
Claim Profile
Unclaimed Profile
SD

Scott Frederick Davis

FAMILY TREE WEALTH ADVISORS, LLC·MT JULIET, Tennessee
Series 7, Series 6319 years registeredFAMILY TREE WEALTH ADVISORS, LLC
2508-A N MT JULIET RD, MT JULIET, TN 37122CRD# 4252596Firm CRD# 157777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Frederick Davis · MT JULIET, TN
Registration
CRD #4252596 · FAMILY TREE WEALTH ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

FAMILY TREE WEALTH ADVISORS, LLC
Jan 2012 – present
FAMILY TREE WEALTH ADVISORS, LLC
Aug 2011 – Dec 2011
MT JULIET, TN
EDWARD JONES
Oct 2006 – Aug 2011
MT JULIET, TN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · October 3, 2006
Years registered · 19
03

Disclosure History

2011Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
FAMILY TREE WEALTH ADVISORS, LLC
CRD 157777 · SEC 801-72567
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Services offered by FAMILY TREE WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FAMILY TREE WEALTH ADVISORS, LLC →
Introduction

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MT JULIET?

Browse all registered financial advisors in MT JULIET, Tennessee or claim this profile if it's yours.

Browse MT JULIET AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (221)NASHVILLE (158)KNOXVILLE (98)BRENTWOOD (93)CHATTANOOGA (59)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)
City Guides
MEMPHIS GuideNASHVILLE GuideKNOXVILLE GuideBRENTWOOD GuideCHATTANOOGA Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile