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Scott Martin Peterson

PETERSON WEALTH ADVISORS, LLC·OREM, Utah
SIE, Series 6, Series 26, Series 63ChFCClean record27 years registeredPETERSON WEALTH ADVISORS, LLC
360 WEST 920 NORTH, OREM, UT 84057CRD# 1611542Firm CRD# 146349

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Martin Peterson · OREM, UT
Registration
CRD #1611542 · PETERSON WEALTH ADVISORS, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

PETERSON WEALTH ADVISORS, LLC
Mar 2008 – present
SECURITIES AMERICA ADVISORS, INC.
Mar 1999 – Mar 2008
OREM, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Registration record
First registered · March 9, 1999
Years registered · 27
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PETERSON WEALTH ADVISORS, LLC
CRD 146349 · SEC 801-68917
AUM
$567M
Regulatory assets under management
Employees
10
1,588 client accounts
Services offered by PETERSON WEALTH ADVISORS, 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 PETERSON WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Scott Martin Peterson offer?
Scott Martin Peterson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OREM, Utah for a consultation.
What are Scott Martin Peterson's credentials?
Scott Martin Peterson holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Scott Martin Peterson located?
Scott Martin Peterson is based in OREM, Utah, working with PETERSON WEALTH ADVISORS, LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.
How does Scott Martin Peterson charge for services?
Scott Martin Peterson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETERSON WEALTH ADVISORS, LLC?
PETERSON WEALTH ADVISORS, LLC has approximately 10 employees and manages $567M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETERSON WEALTH ADVISORS, LLC

Alexander Parkinson Call
OREM, UT
Jeffrey Dean Lindsay
OREM, UT
Mark Philip Whitaker
OREM, UT

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