Jeffrey Scott has been an investment adviser representative at FSC Wealth Advisors since August 2021, and is not listed among the firm’s executive officers or direct owners.
FSC Wealth Advisors, LLC is a Fishkill, NY firm with $122M under management, 688 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Jeffrey Scott’s longest registration was 7 years at Next Financial Group, Inc. (2014–2021). Before joining FSC Wealth Advisors in 2021, Jeffrey Scott was registered through Next Financial Group, Inc.
- Prosperity Capital AdvisorsAlso current– present · under a yearFishkill, NY · Adviser representative · Firm CRD 156480
- FSC Wealth Advisors, LLCCurrent– present · 5 yearsFishkill, NY · Adviser representative · Firm CRD 154382
- Next Financial Group, Inc.– · 7 yearsWappingers Falls, NY · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
Jeffrey Scott is registered as an investment adviser representative in New York, since August 2021.
- New YorkSince 10 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 October 1996 |
| Series 7 | General Securities Representative Examination | 18 July 1987 |
| Series 22 | Direct Participation Programs Representative Examination | 28 December 1984 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 July 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Arnold Scott
- CRD
- 1086020
- Firm
- FSC Wealth Advisors · CRD 154382
- Office
- 1 SUMMIT COURT, SUITE 100, Fishkill, NY 12524
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1983
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Scott work?
Jeffrey Scott is an investment adviser representative registered through FSC Wealth Advisors, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Scott a financial advisor?
Yes. Jeffrey Scott has a current investment-adviser registration in New York, through FSC Wealth Advisors since August 2021.
How many years of experience does Jeffrey Scott have?
Jeffrey Scott has 43 years in the financial industry, since July 1983, across 3 adviser firms.
What exams has Jeffrey Scott passed?
Jeffrey Scott has passed 5 licensing exams: the Series 6, Series 22, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in July 1983. FINRA credited Jeffrey Scott with the SIE, which began in October 2018.
Where is Jeffrey Scott based?
Jeffrey Scott’s registered office is in Fishkill, NY.
Is Jeffrey Scott registered with FINRA?
Yes. Jeffrey Scott has a current broker registration, under CRD 1086020.
Source: FINRA BrokerCheck
How can I verify Jeffrey Scott’s record?
Search CRD 1086020 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Scott’s full registration record.
