Julian Scott has been an investment adviser representative at Wellacre Wealth Management since March 2026, and is not listed among the firm’s executive officers or direct owners.
Wellacre Wealth Management, LLC is a Santa Monica, CA firm with $104M under management, 93 clients and 2 advisers in one office, as of its February 2026 filing.
- – present · under a yearSanta Monica, CA · Adviser representative · Firm CRD 306770
Investment adviser representative registrations
Julian Scott is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 29 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Julian Robert Brideoake Scott
- CRD
- 8243898
- Firm
- Wellacre Wealth Management · CRD 306770
- Office
- 520 BROADWAY, SUITE 200, Santa Monica, CA 90401
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Julian Scott work?
Julian Scott is an investment adviser representative registered through Wellacre Wealth Management, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Julian Scott a financial advisor?
Yes. Julian Scott has a current investment-adviser registration in California, through Wellacre Wealth Management since March 2026.
How many years of experience does Julian Scott have?
Julian Scott has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Julian Scott passed?
Julian Scott passed the Series 65 in July 2025.
Where is Julian Scott based?
Julian Scott’s registered office is in Santa Monica, CA.
Is Julian Scott registered with FINRA?
No. Julian Scott has no current broker registration.
How can I verify Julian Scott’s record?
Search CRD 8243898 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julian Scott’s full registration record.