William Scott has been Chief Executive Officer of Keystone Wealth Alliance since March 2026, is a control person of the firm and directly owns under 5% of it.
Keystone Wealth Alliance, LLC is a Brentwood, TN firm with $179M under management, 100 clients and 4 advisers in one office, as of its September 2026 filing.
William Scott’s longest registration is the current one, 8 years at Brookstone Capital Management LLC since 2017. Before joining Keystone Wealth Alliance in 2026, William Scott was registered through First American National Investment Advisors, LLC and Cherry Investment Advisors, LTD.
- – present · under a yearBrentwood, TN · Adviser representative · Firm CRD 341495
- Brookstone Capital Management LLCAlso current– present · 8 yearsBrentwood, TN · Adviser representative · Firm CRD 141413
- First American National Investment Advisors, LLC– · 4 yearsBrentwood, TN · Adviser representative · Firm CRD 166212
- Cherry Investment Advisors, LTD.– · 1 yearBrentwood, TN · Adviser representative · Firm CRD 149347
Investment adviser representative registrations
William Scott is registered as an investment adviser representative in Tennessee, since November 2017.
- TennesseeSince 30 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Jonathan Scott
- CRD
- 5920445
- Firm
- Keystone Wealth Alliance · CRD 341495
- Role
- Chief Executive Officer
- Office
- 7112 CROSSROADS BOULEVARD, SUITE 101, Brentwood, TN 37027
- Registration
- Investment adviser registration
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does William Scott work?
William Scott has been Chief Executive Officer of Keystone Wealth Alliance, LLC since March 2026, and is a control person of the firm.
Is William Scott a financial advisor?
Yes. William Scott has a current investment-adviser registration in Tennessee, through Keystone Wealth Alliance since June 2026.
How many years of experience does William Scott have?
William Scott has 15 years in the financial industry, since May 2011, across 4 adviser firms.
What exams has William Scott passed?
William Scott passed the Series 65 in March 2011.
Where did William Scott work before Keystone Wealth Alliance?
Before Keystone Wealth Alliance, William Scott was registered through First American National Investment Advisors, LLC, January 2013 to November 2017; Cherry Investment Advisors, LTD., May 2011 to December 2012.
Where is William Scott based?
William Scott’s registered office is in Brentwood, TN.
Is William Scott registered with FINRA?
No. William Scott has no current broker registration.
How can I verify William Scott’s record?
Search CRD 5920445 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Scott’s full registration record.