Scott Clements has been an investment adviser representative at CAVU Wealth Management since February 2020, and is not listed among the firm’s executive officers or direct owners.
Cavu Wealth Management Inc. is a Lakeside, CA firm with $209M under management, 378 clients and 7 advisers across 5 offices, as of its August 2026 filing.
Scott Clements is Financial Advisor/Marketing Manager of CAVU Wealth Management. Scott joined the financial services industry in 2007 as a Financial Advisor with A.G. Edwards, which later became part of Wells Fargo Advisors. In 2010 he joined an RIA firm where he handled a book of clients and all marketing duties. Before that he had a long career in the consumer products industry, including 15 years with Procter & Gamble.
Scott Clements’ longest registration was 7 years at Hayes Investment Management (2011–2018). Before joining CAVU Wealth Management in 2020, Scott Clements was registered through Hayes Investment Management and Wells Fargo Advisors, LLC.
- Cavu Wealth ManagementCurrent– present · 6 yearsLakeside, CA · Adviser representative · Firm CRD 299089
- Hayes Investment Management– · 7 yearsSan Diego, CA · Adviser representative · Firm CRD 113350
- Wells Fargo Advisors, LLC– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 19616
Professional designations
Listed by CAVU Wealth Management
- CRPC
Investment adviser representative registrations
Scott Clements is registered as an investment adviser representative in California, since February 2020.
- CaliforniaSince 6 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 January 2008 |
| Series 7 | General Securities Representative Examination | 11 January 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Scott Christopher Clements
- CRD
- 5455970
- Firm
- CAVU Wealth Management · CRD 299089
- Office
- 10001 MAINE AVE, Lakeside, CA 92040
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cavuwm.com
Where does Scott Clements work?
Scott Clements is an investment adviser representative registered through Cavu Wealth Management Inc. since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Scott Clements a financial advisor?
Yes. Scott Clements has a current investment-adviser registration in California, through CAVU Wealth Management since February 2020.
How many years of experience does Scott Clements have?
Scott Clements has 15 years in the financial industry, since January 2011, across 3 adviser firms.
What exams has Scott Clements passed?
Scott Clements has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2008.
Where did Scott Clements work before CAVU Wealth Management?
Before CAVU Wealth Management, Scott Clements was registered through Hayes Investment Management, September 2011 to December 2018; Wells Fargo Advisors, LLC, January 2008 to October 2009.
Where is Scott Clements based?
Scott Clements’ registered office is in Lakeside, CA.
Is Scott Clements registered with FINRA?
No. Scott Clements has no current broker registration.
How can I verify Scott Clements’ record?
Search CRD 5455970 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Clements’ full registration record.
