Scott Worley has been an investment adviser representative at Castle Wealth Management since August 2016, and is not listed among the firm’s executive officers or direct owners. Scott Worley holds a Bachelor of Science in Accounting from Lehigh University.
Castle Wealth Management LLC is a Boynton Beach, FL firm with $430M under management, 251 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Scott Worley is Chief Financial Officer of Castle Wealth Management. He serves as a member of the firm's Investment Committee and Account Review Committee. He worked as a CPA for Arthur Young (now Ernst and Young) in New York City before moving into the real estate development business in 1985.
- Castle Wealth ManagementCurrent– present · 10 yearsBoynton Beach, FL · Adviser representative · Firm CRD 118364
Investment adviser representative registrations
Scott Worley is registered as an investment adviser representative in Florida, since August 2016.
- FloridaSince 5 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 June 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Scott David Worley
- CRD
- 6593175
- Firm
- Castle Wealth Management · CRD 118364
- Office
- 1880 N CONGRESS AVE, SUITE 302, Boynton Beach, FL 33426
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castlewm.com
Where does Scott Worley work?
Scott Worley is an investment adviser representative registered through Castle Wealth Management LLC since August 2016, and is not listed among the firm’s executive officers or direct owners.
Is Scott Worley a financial advisor?
Yes. Scott Worley has a current investment-adviser registration in Florida, through Castle Wealth Management since August 2016.
How many years of experience does Scott Worley have?
Scott Worley has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Scott Worley passed?
Scott Worley passed the Series 65 in June 2016.
Where is Scott Worley based?
Scott Worley’s registered office is in Boynton Beach, FL.
Is Scott Worley registered with FINRA?
No. Scott Worley has no current broker registration.
How can I verify Scott Worley’s record?
Search CRD 6593175 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Worley’s full registration record.
